Agency Client
Health Tracker
One Source of Truth For All Your Accounts
Storing account info across multiple tools can lead to a lot of wasted time and unhappy clients. Save time and effectively organize your client data in one place to understand their needs and identify issues before they arise.
★★★★★ Trusted by 3,100+ clients running on ClickUp
Everything You Need to Keep Clients Happy
Get a crystal-clear view on where your client relationships stand by tracking everything from services rendered and client objectives to NPS scores and beyond.
Greater Visibility Into All of Your Accounts
Monitor account status, health, NPS ratings, client objectives, services, billing, client leads, and more to understand which clients are in good shape and which require more attention.
Actionable Insights and Healthy Habits
Build a central dashboard where your account managers will post weekly updates on client projects. This allows your leadership team to easily surface key intel and convert them into tasks to help get ahead of potential client issues.
Increased Efficiency in Handoffs
Build a single source of truth to avoid context switching between apps and streamline handoffs between team members (especially your sales to delivery handoff!).
Everything you need to track client health in ClickUp
- Customizable Client Tracker Space Template
- 7 Unique ClickUp Views for Leadership, Account Managers, and Sales
- 14 Custom Fields to Track NPS, Statuses, Objectives, Health Scores, Services, and More
- New Client Onboarding Form
- Weekly Update Template for Account Management
- Setup Instructions
Trusted by agencies running on ClickUp
The real game changer of working with ZenPilot was the visibility it gave us into our whole business. ZenPilot is hands down one of the best investments we've made as a business.
Rebecca Nash — Director of Operations, Beam Content ZenPilot has been the most impactful agency operations investment we've ever made. They led a 300% improvement in efficiency.
Stop Losing Clients
to Preventable Issues.
Get a crystal-clear view of every account - so you can spot problems early, keep clients happy, and grow revenue.