Скачать с ютуб ClickUp for Accounting and Financial Firms в хорошем качестве

ClickUp for Accounting and Financial Firms

🚀 How We Can Help Double Your Agency's Productivity + Profits Using the ZenPilot System: https://www.zenpilot.com/working-with... ------------------------- Want to know the best way to set ClickUp up for your accounting or financial services firm? In this video, we walk you through our proven ClickUp setup (used by 2,700+ firms) to help you streamline your operations and build a more productive, profitable, and healthy firm. Here's what's included: 0:00 - Introduction 0:34 - The future state 5:02 - ClickUp hierarchy 12:13 - Building process templates 22:00 - Creating client folder templates 26:13 - Working in ClickUp 31:27 - Conclusion 📕 Get our ultimate "How to Use" ClickUp guide: https://www.zenpilot.com/clickup-guid... -------------------------------- 📚FREE RESOURCES 📚 👥 Join the FREE ClickUp Community:   / 12842198   ⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchma... 📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-imple... 📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-... 🎁 FREE client onboarding ClickUp template: https://www.zenpilot.com/client-onboa... -------------------------------- ⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature. #clickup #clickuptutorial #projectmanagement