[Perpetual Traffic Feature] Project Management 101: Tools, Processes, and Habits with Gray MacKenzie

[This is a special feature of Gray's recent appearance on Perpetual Traffic—reposted on the Agency Journey feed so you don't miss this informative discussion!]

Kasim chats with Gray MacKenzie, the co-founder of ZenPilot, a company that helps agencies master project management. Gray reveals why project management is more than just software, and how to create effective processes and habits. He also shares how to set up your scorecard, track your client health, and deliver an awesome experience for your team and clients. Plus, he gives you the three secrets to project management success and how to avoid the most common mistakes.

Chapters:

• 00:00:00 - Introduction and Welcome
• 00:01:59 - How to Calculate the ROI of Project Management
• 00:07:20 - How Zenpilot Evolved Over 10 Years
• 00:19:08 - How to Measure and Improve Client Health
• 00:24:42 - The Three Keys to Making Project Management Work Well
• 00:26:19 - How to Use ClickUp and Teamwork for Project Management
• 00:28:16 - How to Define Your Scorecard and Track Your Progress
• 00:30:25 - How AI Can Enhance Project Management
• 00:33:18 - How to Design Your Data Architecture for AI
• 00:37:17 - How AI Can Automate Task Creation and Summary
• 00:39:30 - How Gamification Can Motivate and Engage Your Team
• 00:40:38 - How AI Can Optimize Capacity Management
• 00:46:15 - How to Create Structure and Clarity for Your Team
• 00:48:25 - How to Use Time Tracking for Capacity Management

LINKS AND RESOURCES:

• ZenPilot
• Gray MacKenzie on LinkedIn
• ClickUp
• EOS® V/TO™ Template - V/TO™ Template
• EOS - Entrepreneurial Operating System
• Traffic & Conversion Summit
• Tier 11 Jobs
• Perpetual Traffic on YouTube
• Tiereleven.com
• Solutions 8 
• Perpetual Traffic Survey
• Perpetual Traffic Website
• Follow Perpetual Traffic on Twitter
• Connect with Kasim on Twitter and Connect with Ralph on LinkedIn

👋 See you next time for a regular Agency Journey episode!

What is Agency Journey?

How do world-class agencies continue to grow profitably and hit their goals, even through the choppy waters and challenges of agency life?

How do leaders like Tiffany Sauder, Marcus Sheridan, Jay Acunzo, Shama Hyder, David C. Baker, Nikole Rose, and Zeb Evans think?

Join Agency Journey host Jakub Grajcar as he interviews agency operators and leaders to share insights, actionable tips, and hilarious stories from the builders who live in the agency trenches.

Each episode focuses on crucial aspects of growing an agency like building the right team, delegation, project management, client success and retention, and operating frameworks like EOS.

Brought to you by ZenPilot: we help lead your agency through the final project management implementation you’ll ever need. Book a call to learn more at ZenPilot.com/Call.

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