**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.

Launch your own Social Media Marketing Agency from scratch with this powerhouse course that walks you through every step—from understanding platforms and trends to setting up your business, landing clients, and running high-performing campaigns. Whether you're starting with zero experience or scaling a freelance hustle, you'll gain the skills, strategies, tools, and templates to build, grow, and automate a results-driven agency confidently. Learn how to define your niche, price your services, master content and ads, and scale sustainably—all while delivering serious ROI for your clients. If you're ready to turn your digital know-how into a thriving business, this is the roadmap you've been waiting for. And when you've mastered it, you'll feel a sense of accomplishment like never before.

Get a solid foundation in social media marketing with essential concepts, platform insights, and the latest industry trends.

Learn how to build your agency from the ground up—define your services, pick the right niche, craft a compelling value proposition, and set clear goals to guide your growth.


Set up your SMM agency for success—establish your operations, price your services, choose the right tools, and create streamlined workflows using platforms like ClickUp.

Master the core services of a top-tier SMM agency—from building targeted strategies and planning content to budgeting, advertising, and delivering measurable results.

Learn how to onboard clients smoothly, manage and execute campaigns effectively, deliver transparent reporting, and create client dashboards for streamlined collaboration.

Discover proven strategies to attract, pitch, and close your ideal clients—learn outreach tactics, build persuasive portfolios, master sales calls, and craft winning proposals.

Take your agency to the next level—learn how to build a team, streamline operations, expand service offerings, and implement systems for long-term, scalable growth.

Ensure your agency thrives over time by staying ahead of trends, positioning yourself as an industry authority, and navigating challenges with confidence and adaptability.

Transition from freelancer to agency leader, master premium client acquisition, handle tough situations like a pro, and tie everything together for long-term SMMA success.

Practical Exercise: Creating a Client Dashboard in ClickUp

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Practical Exercise: Creating a Client Dashboard in ClickUp