Growing your agency? Cue the confetti! That’s no easy task, and it’s one worth celebrating!
But as your agency grows, you can’t operate with the same systems and procedures you used during your soloprenuer days. At least, not if you want to continue running a well-oiled machine.
You'll need to make adjustments to your ClickUp workspace to accommodate all the changes that come with a growing business — a bigger team, more complex projects, systems with additional steps and assignees. It all needs to be approached differently than a team of one.
Ultimately, you need to create a workspace that can grow with you — and here, we’ll show you what changes to make inside of ClickUp for your agency so it can do that and more!
When you’re first starting out, you want to keep things simple and avoid the bells and whistles. However, when you’re growing an agency, then it’s time to bring out all the advanced features and settings!
Think about it — you’re managing so much more than ever before. So of course you’ll need new features to get the job done.
Start breaking your workspace structure up by department — operations, leadership and strategy, marketing and PR, etc. This helps you keep everything organized and easy to access as you continue to grow.
Need to tidy up before you get started with changes? The ClickUp Clean-Up Template + Training can make it happen in a snap!
As you grow, your projects are likely to become more robust.
You’ll need additional custom fields to keep everything organized. This includes priority levels, project stages, client info, and more!
If you don’t already have these implemented, it’s a good idea to revisit the custom fields section inside your ClickUp Custom Field Manager to make sure you're reducing the digital clutter.
Have projects and processes you find yourself doing time and time again? If you’re an agency, that answer is 100% yes!
From internal operations like sending emails to delivering client work, there’s bound to be something you’re doing on a near-constant basis. With ClickUp, you can create templates that keep you from reinventing the wheel every time you do.
This means, you can cut back on unnecessary work and keep things consistent — no matter who’s involved in the project! You’ll free up more time for everyone (yourself included) to do their best work.
Stuck writing emails? The Email Marketing ClickUp Template can help you streamline the process!
Automations are, dare we say, non-negotiable to a growing agency. This is THE best way to ensure everything runs smoothly, no matter what you have in the pipeline or how many people you’re managing.
Thankfully, ClickUp can help you automate notifications, task assignments, status updates, and more!
Did you know ClickUp can integrate with tools you’re already using in your business? Everything from time-tracking software, communications tools, and other CRM systems can pair with ClickUp in a snap, making your workflow more efficient for everyone involved!
We love how it integrates so well with Slack! You can drop comments directly into your projects, which helps keep the momentum going and ensures everyone is in the loop.
Read more about how to utilize ClickUp integrations here!
As you onboard more team members, you’ll likely have to review user permissions.
In our own business, that looks like differentiating permissions between full and part-time employees, and contractors (because they only need access to a few projects vs. all).
Thankfully, this isn’t hard to delegate because we’re able to change permissions with just the click of a button! It helps cut back on confusion and saves everyone time.
Keep things running smoothly with new hires with the help of our ClickUp Hiring + Onboarding Template!
We love this feature because it’s so easy to check up on team members and see how every project is moving along.
There’s so much you can view, too. Everything from project performance to productivity, and even resource allocation. It’s all important to help you get a glimpse into your internal KPIs as your agency grows and becomes more difficult to manage with standard resources.
Up the ante and start measuring your reports — the KPI & OKR ClickUp Tracker can help you get it done!
When you’re adding more people to your growing team, ClickUps resources give you a streamlined way to onboard your new team members! You can house important SOPs — with written guides, video tutorials, or training sessions — into a library that can be referenced whenever.
It’s easy to delegate this to your team during onboarding, but also after that initial hiring period. You can assign trainings for each SOP that can be accessed in the library — perfect for new OR current team members to keep learning or stay in the loop with internal ops.
Keep it simple with our ClickUp Team Management Template Bundle!
Feedback is important for using ClickUp for growing your agency. You want to build something that your team feels good about and empower them with the right tools and resources as they support you.
But you can’t achieve that unless you ask for feedback! We also use ClickUp to ask for, and collect, feedback from our team. Just like the SOP library, we store it all in one place so we can process, and implement it where needed.
We highly recommend using your ClickUp with the intention that you will continue to grow. That means regularly assessing your workflows and configurations to make sure they’re still serving your business.
The important thing to remember is that you don’t want to put yourself in a corner with no flexibility. You can’t always see what’s coming down the pipeline, but you can think ahead and envision how ClickUp can work for you at each stage of your agency.
Ready to get this implemented? Make it easy with our ClickUp Workflow Template!
ClickUp can be your best friend when you’re scaling your business — you just have to know how to make it work for you! Then, you can ensure everything you’re using inside stays aligned with your vision and needs, and support you and your team for continued success.
We mentioned a lot of ClickUp templates in this post, but feel free to explore the entire Template Vault we have for you here!
With it, you can find whatever you need to make scaling with ClickUp a breeze.
