How to Run Growth Marketing in ClickUp

ClickUp can be your single workspace to plan, execute, and measure every part of a growth marketing program, from strategy and ideation to campaign optimization and client reporting.

This how-to guide walks you step by step through building a scalable growth marketing system based on the approach described in the ClickUp growth marketing agencies article.

Step 1: Set Up a ClickUp Workspace for Your Agency

Start by structuring your workspace so every client, campaign, and channel is easy to navigate and report on.

Create your core ClickUp hierarchy

1. Create a Workspace dedicated to your agency or growth team.

2. Add Spaces to separate major areas, for example:

   • Client Delivery

   • Growth Experiments

   • Content & SEO

   • Paid Media

   • Operations & Finance

3. Within the Client Delivery Space, create a Folder for each client account.

4. Inside every client Folder, add Lists such as:

   • Strategy & Roadmap

   • Growth Backlog

   • Running Experiments

   • Reporting & Insights

This structure ensures every task is tied to a specific client, objective, and channel while remaining easy to roll up into global views.

Customize essential views in ClickUp

For each client List, create a set of standard views to support how your agency works:

• List view for detailed planning and status updates.

• Board view (Kanban) for moving tasks through stages like Backlog, In Progress, Review, Live, and Completed.

• Calendar view for launches, content publishing, and campaign schedules.

• Dashboard view at the Space or Folder level for high-level KPIs and workload.

Step 2: Build a Repeatable Growth Framework in ClickUp

Running a modern growth marketing program means managing experiments, feedback loops, and ongoing optimization. You can turn this into a repeatable system directly in ClickUp.

Define custom fields for growth experiments

Add custom fields to your Growth Backlog and Running Experiments Lists so every task captures the same data:

• Experiment Type (A/B Test, Funnel Change, Creative Test, Offer Test, Retention, etc.)

• Primary Metric (CPL, CAC, LTV, Conversion Rate, Retention, Revenue)

• Hypothesis (short text field)

• Impact Score (numeric or dropdown such as Low, Medium, High)

• Effort Score (time or points)

• Owner

• Channel (Paid Search, Paid Social, SEO, Email, CRO, etc.)

These fields let you quickly sort and prioritize experiments directly in ClickUp and present clear reports to clients.

Create growth experiment templates in ClickUp

Turn your best workflows into templates so every new test follows the same high standard.

1. Create a new task called something like “Growth Experiment Template”.

2. In the task description, add sections for:

   • Objective

   • Background & Insight

   • Hypothesis

   • Experiment Design

   • Implementation Steps

   • Success Criteria & Metrics

   • Results & Learnings

   • Next Actions

3. Add standard subtasks such as:

   • Define hypothesis and metrics

   • Set up tracking and events

   • Build assets and copy

   • Launch experiment

   • Monitor results

   • Document learnings

   • Roll out winning variant

4. Save this task as a Task Template in ClickUp. Use a consistent naming convention so your team can find it instantly.

Step 3: Manage Multi-Channel Campaigns in ClickUp

Use ClickUp to keep multi-channel campaigns aligned across strategy, copy, design, and analytics.

Set up campaign Lists and statuses

1. Create a List for each major campaign or initiative in the relevant client Folder.

2. Customize task statuses to reflect your agency process, for example:

   • Idea

   • Planned

   • In Production

   • In Review

   • Ready to Launch

   • Live

   • Completed

3. Add dependencies so execution tasks cannot start before key strategy or tracking tasks are completed.

Coordinate teams inside ClickUp

Use ClickUp assignments and views to align marketing strategists, creatives, and analysts.

• Assign each task to a clear owner and, if needed, supporting assignees.

• Use tags for channels, funnel stages, and priorities so you can filter task views fast.

• Create a Me view for each user so they see every deliverable across clients in one place.

• Use comments and comment assignments to request changes, provide creative feedback, or escalate blockers.

Step 4: Use ClickUp for Client Communication and Reporting

Agencies and in-house teams can centralize client updates, approvals, and reporting directly in ClickUp.

Build client-friendly views in ClickUp

Create limited, easy-to-read views that clients can access without being overwhelmed.

• Roadmap view showing quarterly or monthly initiatives grouped by objective.

• Live campaign view showing only tasks with a status of Live or Ready to Launch.

• Reporting List where each task represents a reporting period, such as “July 2024 Growth Report”.

Use custom fields on reporting tasks to summarize:

• Headline results

• Top winning experiments

• Key learnings

• Next priorities

Create dashboards for performance tracking

At the Folder or Space level, create Dashboards in ClickUp that combine:

• Task widgets for pipeline, progress by status, and workload per assignee.

• Time tracking widgets for billable hours by client or channel (if you track time).

• Numeric widgets linked to custom fields, such as monthly leads, opportunities, or revenue.

Review these dashboards during internal standups and client meetings so decisions stay tied to the same shared data.

Step 5: Create Automation and Templates in ClickUp

Once your basic system is running smoothly, use ClickUp to reduce manual work and support faster experimentation.

Automate repetitive workflows

In any List, add Automations that keep tasks moving without constant oversight, such as:

• When status changes to In Review, automatically assign a strategist or account manager.

• When due date is reached and status is not Completed, post an automatic comment and notify the owner.

• When a task is marked Completed, move it to the Reporting & Insights List for future analysis.

Standardize onboarding and strategy in ClickUp

Use templates so new clients and campaigns launch with a complete, repeatable setup.

1. Create a Client Onboarding Folder Template with Lists for:

   • Discovery & Research

   • Tracking & Analytics Setup

   • Messaging & Offers

   • Channel Setup Checklists

2. Populate each List with tasks and subtasks that mirror your best-practice onboarding process.

3. Save the Folder as a template in ClickUp. Use it every time you sign a new client so nothing is missed.

Step 6: Continuously Optimize Your ClickUp System

Your growth marketing engine should improve over time, and your workspace in ClickUp should evolve with it.

Run regular retros inside ClickUp

At the end of each month or quarter:

• Create a Retrospective task in the Reporting & Insights List.

• Link all completed experiments and campaigns to that task.

• Summarize which workflows in ClickUp helped or slowed the team.

• Document process changes and then update templates, custom fields, and automations.

Learn from proven growth marketing setups

To deepen your process design, study examples and frameworks from expert growth teams. You can reference the original article on growth marketing agencies from ClickUp at this overview of growth marketing agencies and blend those ideas into your own workspace.

If you want additional help with SEO, analytics, and systems design around ClickUp, specialized consultancies such as Consultevo provide strategic support that fits neatly into a ClickUp-driven workflow.

By structuring your workspace, standardizing experiment templates, connecting reporting to execution, and adding automation, ClickUp becomes a powerful operating system for growth marketing that scales with every new client and campaign.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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