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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Section 5. Chapter 4

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Course Content

SMM Agency from Scratch

1. Introduction to Social Media Marketing

What is Social Media Marketing?Overview of Social Media Platforms Social Media Trends and Industry Landscape

2. Foundations of a Social Media Marketing Agency

What is a Social Media Marketing Agency?Choosing Your Niche Crafting Your Value Proposition Setting Goals and Expectations

3. Building Your Business

Business Setup Essentials Pricing Structures and Packages Tools and Technology Developing a Social Media Workflow How to Use Templates in ClickUp

4. Social Media Strategies and Services

5. Running Campaigns for Clients

Onboarding New Clients Executing Campaigns Reporting and Transparency Practical Exercise: Creating a Client Dashboard in ClickUp

6. Finding and Landing Clients

Identifying Your Ideal Client Client Outreach and Networking Building a Portfolio and Case Studies Understanding the Sales Call Process Creating a Winning Client Proposal That Closes Deals

7. Scaling Your SMMA

Hiring and Outsourcing Onboarding & Training for Long-Term Success Expanding Your Services & Increasing Revenue Creating SOPs for a Smooth-Running SMMA

8. Long-Term Growth and Sustainability

Staying Ahead of Industry Trends Building Authority in Your Niche Overcoming Challenges

9. Wrapping Up and Resources

Shifting from Freelancer to CEO Mastering High-Ticket Client Acquisition Crisis Management & Handling Difficult Clients Bringing It All Together – Your Path to SMMA Success

Practical Exercise: Creating a Client Dashboard in ClickUp

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.

Everything was clear?

Thanks for your feedback!

Section 5. Chapter 4