--- title: Agency Improves Client Delivery and Consistency with ClickUp description: An agency enhanced client delivery and operational efficiency when we helped them implement structured processes, templates, and centralized systems in ClickUp. image: https://bethandcourt.com/hubfs/Vx%20Case%20Study.png --- [Skip to content](https://bethandcourt.com/case-studies/vx-group#main-content) [![Beth & Court Logo](https://bethandcourt.com/hubfs/Beth%20%26%20Court%20Logo.svg "Beth & Court Logo")](https://bethandcourt.com) - [Contact Us](mailto:info@bethandcourt.com) SALES & MARKETING # AGENCY BUILDS CLARITY & CONSISTENCY WITH CLICKUP ![Business with Beth & Court Website Graphics (4)](https://bethandcourt.com/hubfs/Business%20with%20Beth%20%26%20Court%20Website%20Graphics%20(4).png "Business with Beth & Court Website Graphics (4)") ![Vx Group Website](https://bethandcourt.com/hubfs/5.%20Business%20Solutions/Case%20Studies/Case%20Study%20-%20Vx%20Group/Vx%20Group%20Website.png "Vx Group Website") ## Client Overview This agency serves mid-market B2B companies with an average annual revenue between $10M-$200M. Their flagship offering provides comprehensive support to these companies, functioning as an extension of their business. The focus of their offering is starting and brokering million dollar relationships with prospects. Think of it as white-glove prospecting with high-value targets. Due to the natural complexity of the offering, this agency needed lots of scalable structures in place for a repeatable 5-star experience for their clients. When I began working with them, they had zero Standard Operating Procedures and no centralized way of delivering a consistent client experience or outcome. Consequently, their client retention and gross profit margins were suffering. ### The Challenges Before ClickUp, this agency was struggling across workflows, communication and processes. Here's a deeper look at the issues they faced. #### No Documentation The agency had no documented processes for any part of the business, including client delivery. This meant that each team member created their own way of doing things, often starting from scratch and duplicating work. As a result, client experiences were inconsistent and turnover was high. #### No Visibility Into Work Without a central system, there was no record of deliverables being met or worked on. No one, including leadership, had visibility into the workload distribution, resulting in imbalanced and team members were frustrated. #### No Request Workflows There was no standardized process beyond random Slack messages to each other. With no process, there was no visibility into the workload or task queue, and teams were relying on memory and manual note taking to complete tasks. #### No Employee Onboarding Team members began their roles with no formal onboarding or training. The learning curve was ~8 months before team members felt like they understood their role. #### No Performance Metrics With no KPIs attached to any performance within the business, the agency struggled to improve key aspects of its operations. #### No Automations With work spread across multiple platforms, disjointed execution, and no consistent workflows, this agency didn't have any automations in place to allow their team to function more efficiently. ![Vx Overview (1)](https://bethandcourt.com/hubfs/Vx%20Overview%20(1).png "Vx Overview (1)") ## Solutions Implemented Once we knew what we were working to fix, I crafted a phased plan, starting with an operations manual and SOPs for clarity. Next, we introduced structured request forms to streamline task flow between departments, followed by over 100 task templates, and a comprehensive template library to ensure consistency across client portfolios. With each new solution, I gradually trained team members, building confidence and fostering adoption before moving forward. Ultimately, we created a centralized ClickUp workspace to house all client work and processes, consolidating tools and empowering the team to work more efficiently and cohesively. ![Operations Manual (1)](https://bethandcourt.com/hubfs/Operations%20Manual%20(1).png "Operations Manual (1)") #### Operations Manual with Standard Operating Procedures (SOPs) In partnership with the team, I created an operations manual with SOPs for all vital deliverables for a quality client experience. These SOPs created a unified approach to client work across teams reducing dissatisfied clients and client churn. ![Request Forms (1)-1](https://bethandcourt.com/hubfs/Request%20Forms%20(1)-1.png "Request Forms (1)-1") #### Cross Departmental Request Forms To streamline interdepartmental requests, I developed request forms that the Client Delivery team could use to request assets and support from the studios. These forms standardized requests, allowed for prioritization, and ensured all necessary details were included upfront, reducing the back-and-forth on Slack and improving task tracking. ![Task Templates (1)](https://bethandcourt.com/hubfs/Task%20Templates%20(1).png "Task Templates (1)") #### Task Templates An essential piece to a predictably incredible client experience is repeatable outcomes. We created a standardized way of executing all deliverables using task templates. Each template links to a corresponding SOP, ensuring that each team member follows the same process, and also ensuring SOP updating is simple. ![Template Library (1)](https://bethandcourt.com/hubfs/Template%20Library%20(1).png "Template Library (1)") #### Library of Templates We developed a comprehensive library of templates for emails, calendar invites, agendas, and conversation guides. These templates ensured the team could communicate with clients and each other quickly and professionally. ![Dashboards (1)](https://bethandcourt.com/hubfs/Dashboards%20(1).png "Dashboards (1)") #### Custom Views and Dashboards We built dozens of custom views and dashboards to provide leadership and team members with meaningful metrics at a glance. ![Employee Onboarding (1)](https://bethandcourt.com/hubfs/Employee%20Onboarding%20(1).png "Employee Onboarding (1)") #### New Employee Onboarding Created a comprehensive 2-week onboarding template that gives new hires a structured training and hands-on experience with ClickUp and the company’s processes. This reduced time to role confidence from 8 months to 3 months. ![New Client Intake (1)](https://bethandcourt.com/hubfs/New%20Client%20Intake%20(1).png "New Client Intake (1)") #### New Client Intake Forms Created several client intake forms to capture essential information during onboarding. These forms standardized data collection, provided immediate connection points, and gave the Client Delivery team insight prior to the kickoff. ![Centralized Workspace (1)](https://bethandcourt.com/hubfs/Centralized%20Workspace%20(1).png "Centralized Workspace (1)") #### Workspace for Centralized Operations Designed Spaces that housed all client work, internal operations, and documented processes. This centralized client setup, brought all client work under one roof, and provided a single source of accountability for the entire team. ![ClickUp Training (1)](https://bethandcourt.com/hubfs/ClickUp%20Training%20(1).png "ClickUp Training (1)") #### Best Practices Training Presentation Based on the processes and platforms that were written and used, I created a comprehensive 2-week onboarding template that gives new hires a structured training and hands-on experience with ClickUp and the company’s processes. This reduced time to role confidence from 8 months to 3 months. - 1400+ ##### Request Forms Submitted Resulting in clearer expectations and collaboration between departments. - 100+ ##### Task Templates Created Resulting in a more streamlined client experience regardless of the team serving them. - 50+ ##### Communication Templates Created Resulting in more standardized language used, and time saved across teams. Website design by Beth & Court, LLC 2026. All rights reserved. [mailto:info@bethandcourt.com](mailto:info@bethandcourt.com)