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Impara Practical Exercise: Creating a Client Dashboard in ClickUp | Running Campaigns for Clients
SMM Agency from Scratch
course content

Contenuti del Corso

SMM Agency from Scratch

SMM Agency from Scratch

1. Introduction to Social Media Marketing
2. Foundations of a Social Media Marketing Agency
3. Building Your Business
4. Social Media Strategies and Services
5. Running Campaigns for Clients
6. Finding and Landing Clients
7. Scaling Your SMMA
8. Long-Term Growth and Sustainability
9. Wrapping Up and Resources

book
Practical Exercise: Creating a Client Dashboard in ClickUp

Dashboards bring your work to life. This exercise walks you through setting up a real-time ClickUp dashboard that your client can view. It streamlines updates and adds transparency to your campaigns.

  • Set Up Your Dashboard: Choose a simple template to start.
  • Customize Cards: Add/edit cards to show tasks by status, workload by team member, or project milestones;
  • Configure Data Sources: Filter dashboard views to show only data related to a specific client or campaign;
  • Share with Clients: Use view-only permissions to allow clients access without editing rights;
  • Make It Dynamic: Update weekly/monthly and adjust metrics as campaign priorities evolve.

Dashboards build client trust and help you stay accountable. They turn campaign data into clear, visual summaries that clients actually understand.

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Sezione 5. Capitolo 4
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