ClickUp Implementation: Marketing Workflows For Real Estate Firm
The Challenge:
A real estate firm’s marketing team needed a streamlined process for receiving intake requests to produce marketing materials for their agents. Facing a tight three-week deadline to go live, they engaged L5 for a rapid ClickUp implementation during an organizational refresh, aiming to establish a more efficient request intake system for their predominantly remote workforce.
L5’s Solution:
L5 integrated the client’s comprehensive Jotform intake forms with ClickUp, allowing for the automatic application of project management templates, task assignments, and the creation of notifications and alerts. This rapid implementation facilitated a seamless training process for the remote team, enabling them to quickly adopt the new operational approach as part of the organizational refresh.
The Results:
This success story highlights how a professional services organization like this real estate firm can transform marketing project management. By refining the request intake process with L5 and ClickUp, they empowered their marketing team to efficiently meet agent needs and excel in the modern work environment.