How to Track Share of Voice Using ClickUp

ClickUp can be your central hub for planning, tracking, and improving your brand’s share of voice across search, social, and paid channels. This guide shows you, step by step, how to organize your research, build workflows, and keep your entire marketing team aligned.

The process below is based on the workflows, metrics, and tool types explained in the original share of voice tools guide, adapted into a practical how-to you can follow inside a workspace.

Step 1: Define Your Share of Voice Goals in ClickUp

Before you start collecting data, clarify what you want to measure and why. Turn your goals into structured tasks so they are visible and actionable.

1. Create a new Space or Folder named “Share of Voice”.

2. Add a List called “SoV Strategy & Goals”.

3. Create tasks for each objective, such as:

   • Increase organic search share of voice

   • Grow social media mention share

   • Improve paid search impression share

4. Use Custom Fields to capture key details:

   • Channel (SEO, Paid, Social, PR, Reviews)

   • Timeframe (Quarter, Month, Campaign)

   • Primary KPI (percentage of mentions, impressions, or traffic)

Document your definitions clearly, so everyone measures share of voice the same way across tools and reports.

Step 2: Build a ClickUp View for Share of Voice Metrics

To keep results organized, set up dedicated Views that summarize your key metrics and competitor landscape.

Set Up a ClickUp SoV Metrics List

1. Create a List named “SoV Metrics & Benchmarks”.

2. Add a task for each channel you track, for example:

   • Organic search share of voice

   • Paid search share of voice

   • Social media share of voice

   • PR & news share of voice

   • Review sites & marketplace share

3. Add Custom Fields such as:

   • Current SoV (%)

   • Target SoV (%)

   • Traffic Impact (Low / Medium / High)

   • Priority (e.g., 1–5)

Update these values whenever you refresh data from your analytics or share of voice tools.

Create ClickUp Dashboards for At-a-Glance SoV

1. Open Dashboards and create one called “Share of Voice Overview”.

2. Add widgets such as:

   • Table widget pulling from your SoV Metrics List

   • Bar chart comparing Current vs Target SoV

   • Line chart to visualize SoV over time by channel

   • Task list showing high-priority SoV improvement tasks

3. Group widgets by channel or campaign so stakeholders quickly see where you dominate and where competitors are ahead.

Step 3: Organize Competitor Research in ClickUp

Multiple tools are usually required to measure share of voice across search, social media, and paid ads. Use ClickUp as the single place where all competitor data comes together.

Create a ClickUp List for Competitors

1. Add a List named “Competitors & Keywords”.

2. Create a task for each competitor you track.

3. Use Custom Fields to store:

   • Domain

   • Main channels (SEO, Paid, Social)

   • Estimated SoV per channel (%)

   • Main differentiator or positioning

4. Attach screenshots or export files from your tools that show rankings, ads, and content examples.

Log Keyword-Level Share of Voice in ClickUp

1. Create a sub-List under the same Folder called “SoV Keywords”.

2. Add a task for each strategic keyword or topic cluster.

3. Add Custom Fields such as:

   • Search Volume

   • Primary Owner (SEO, Content, Paid)

   • Top Competitor on SERP

   • Your current rank or impression share

4. Link each keyword task to related content or campaign tasks with task relationships so teams see the entire context.

Step 4: Turn Share of Voice Insights into ClickUp Tasks

The main value of tracking share of voice is turning insights into action. Translate gaps and opportunities into clear tasks and workflows.

Build a ClickUp Backlog for SoV Opportunities

1. Create a List named “SoV Improvement Backlog”.

2. Add task statuses such as: Idea, Planned, In Progress, In Review, Completed.

3. For each opportunity discovered in your tools, create a task that includes:

   • Which channel and keyword or topic is affected

   • Current SoV vs competitor benchmark

   • Specific action (e.g., improve page, launch ad set, produce content, pitch PR story)

   • Owner and due date

4. Use priorities so teams tackle the highest-impact gaps first.

Align Teams with ClickUp Views

• Create Board views grouped by status for content, SEO, and paid teams.

• Create Calendar views to map SoV-related campaigns over time.

• Use Comments and @mentions to discuss competitor moves and finalize next steps directly inside tasks.

Step 5: Build a Recurring Share of Voice Reporting Cycle in ClickUp

Share of voice only becomes useful when tracked over consistent intervals. Use automation and recurring tasks so reporting is never forgotten.

Set Up Recurring SoV Update Tasks in ClickUp

1. Create a task called “Monthly Share of Voice Update”.

2. Set it to recur monthly, assigned to your analytics or SEO owner.

3. Inside the task description, outline the steps:

   • Export latest SoV data from each tool

   • Update Custom Fields for SoV Metrics tasks

   • Review major changes by channel and competitor

   • Log key insights and attach relevant files

Create a ClickUp Report Template

1. Create a Doc named “Share of Voice Monthly Report Template”.

2. Add sections such as:

   • Executive summary

   • Overall share of voice by channel

   • Top gains and losses

   • Competitor highlights

   • Planned actions for next period

3. Each month, duplicate the Doc, fill in metrics from your Dashboards, and link it to the corresponding monthly update task.

Step 6: Collaborate and Improve Strategy with ClickUp

Managing share of voice is cross-functional. Use ClickUp features to keep collaboration fast and transparent.

Use ClickUp to Coordinate Channels

• Create a separate List for each channel (SEO, Paid, Social, PR) under your Share of Voice Space.

• Link channel Lists to your SoV Metrics List using relationships so owners see how their work affects total share.

• Use tags like “SERP”, “Paid”, “Brand Mentions”, or “Reviews” to quickly filter tasks by focus area.

Run SoV Retrospectives in ClickUp

1. Create a recurring task called “SoV Strategy Retro”.

2. Attach the most recent report and link to key improvement tasks.

3. Use Comments to capture:

   • What strategies improved share of voice

   • Where competitors gained ground

   • New experiments to test next period

Next Steps: Expand Your Share of Voice Workflow

By centralizing your goals, competitor data, improvement backlog, and reports in ClickUp, you create a repeatable system for increasing your visibility across every channel.

To deepen your measurement knowledge, review the full overview of tools, channels, and metrics in the original share of voice tools article. If you need expert help designing a scalable ClickUp marketing operations setup, you can explore consulting support at Consultevo.

Refine your workspace structure, keep data updated on a consistent schedule, and use the insights to drive concrete tasks. Over time, this ClickUp workflow will help you understand exactly where your brand stands and how to grow your share of voice efficiently.

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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