ZenPilot

BACKGROUND

Please describe your company and your position there.

I founded a digital marketing agency

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ZenPilot?

We experienced massive growth and needed help getting out clickUp structure in order

SOLUTION

How did you select this vendor and what were the deciding factors?

Saw them in a webinar and was impressed with the level of organization

Describe the project in detail and walk through the stages of the project.

First I spoke with their sales person who took the time to really understand what I needed, then I worked with them on their course and they were very responsive.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with the co-founder

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Much more organized and am very happy

How effective was the workflow between your team and theirs?

Very effective - they always responded within one day

What did you find most impressive or unique about this company?

They had a personal touch while remaining professional

Are there any areas for improvement or something they could have done differently?

Nothing really - very happy

BACKGROUND

Please describe your company and your position there.

The company is a software and hardware startup. My position is account management as well as project management.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ZenPilot?

We are trying to utilize Clickup's software to its full capabilities so we reached out to ZenPilot to help set us up optimally.

SOLUTION

How did you select this vendor and what were the deciding factors?

We selected the vendor for their expertise and quickness of providing the project.

Describe the project in detail and walk through the stages of the project.

We had a few "get to know you" calls so ZenPilot could truly understand the business and what our goals were. After a few calls, they were able to present our blueprint and walk us through the setup and reasoning as to why it was setup that way. We were able to take the blueprint and implement it on our own.

How many resources from the vendor's team worked with you, and what were their positions?

One person worked with us and their position was co-founder.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The project was successful because we were able to take the blueprint and implement it ourselves. We were able to clearly organize all our projects.

How effective was the workflow between your team and theirs?

Very effective. Our partner was available for questions and was clear with their recommendations and why. They were also open to items changing based on our specific needs.

What did you find most impressive or unique about this company?

They have such a niche in ClickUp so you know their feedback is based on experience. It saves us a lot of time and experimental testing.

Are there any areas for improvement or something they could have done differently?

I think the opportunity to show they how we had it laid out originally would have been a helpful starting point so they could see the initial thought process instead of us just telling them the initial thought process.