Gray MacKenzie (Founder of ZenPilot) saves agencies from constantly hopping between project management tools such as Asana, Monday, ClickUp, Notion, Teamwork, Wrike, Basecamp, Trello etc. They’ve led over 3000 teams to tighten their operations through ClickUp.

Before becoming a full-time operations consultancy, Gray ran a separate business that offered a project management platform. When they were sunsetting, they took their existing clients and helped them transition to ClickUp, which is how they landed their initial wins. Their next step to grow to 3000+ clients was content creation around the different use cases that ClickUp offers.

Achieving operational excellence comes down to 3 pieces - tools, processes and habits. The toughest part of it all is habits, because unless your team knows they’re being held accountable for their side of the process, everything will quickly fall apart. Gray recommends daily spot checks, as well as scheduled, routine meetings to look at the data and figure out your weakest links.

Tune into the full episode to learn how to master ClickUp for your agency!

HIGHLIGHTS:
0:00 Intro
4:30 Growing to 3000 clients
5:32 From SaaS to Service
8:34 How to achieve operational success
12:01 Some founders HATE project management
16:38 Owners shouldn’t work on delivering
20:42 Content-led Growth

Connect with Gray - https://www.linkedin.com/in/graymackenzie/

Connect with Mikael - www.linkedin.com/in/mikaeldia/