CLICKUP FOR MARKETING AGENCIES

How ScaleUp Online's CEO runs six client services with a small team on one ClickUp workspace

Industry: Marketing agency (websites, CRM, automation, AI tools, lead generation) | Employees: Small team | Use case: Unified client delivery and agency operations in one workspace, with AI agents on top

ScaleUp Online is a digital growth agency that builds websites, CRM systems, automations, and AI tools for businesses that want more leads, and its co-founder and CEO, Ma Bianca Liou, used to run all of that client work across Notion and Monday.com, keeping both current by hand. She replaced both with one ClickUp workspace for agencies, where the AI agents she built send her reports and updates across lead generation, social media, content, CRM automation, and website projects.

Ma Bianca Liou, CEO & Co-Founder, ScaleUp Online

Hear from our ClickUp Ambassador at ScaleUp Online

“ClickUp has transformed how I run my business,

making my small team feel like a big company with powerful AI agents, smarter automation, and everything organized in one place.”

Ma Bianca Liou, CEO & Co-Founder, ScaleUp Online

AT A GLANCE

Six client services, and nobody switches tools to find them

Bianca runs lead generation, social media, content, CRM automation, website projects, and admin out of one workspace, which is ClickUp for small marketing agencies at its plainest. Her AI agents report in without being asked, her team tags her for approvals, and the files a client needs sit on the task itself. Two tools went away and nothing about the work got harder to find.

6 areas of the business managed in one workspace

Leads, social, content, CRM, websites, admin

2 tools replaced

Notion and Monday.com, both retired

Before ClickUp : She kept two tools current by hand

ScaleUp Online builds websites, CRM systems, automations, and AI tools for businesses chasing more leads, and Ma Bianca Liou ran all of it with a small team. She managed client projects and her team's daily tasks in Notion and Monday.com, keeping both current herself. She picked up extra manual work with every workflow she added. Switching between the two was time-consuming, and that time came out of client delivery.

After ClickUp : She stopped checking tasks one by one

Bianca replaced Notion and Monday.com with one ClickUp workspace and built AI agents inside it. She calls them her own virtual departments, and they send her reports and updates rather than waiting to be asked. When a task changes she reviews the notification in her Inbox instead of checking every task, and her team tags her when something needs approval. She keeps reminders, time tracking, and client files on those same tasks, with Google Drive connected. The hours she spent keeping two tools aligned now go into growing the business.

Off-Script with ClickUp

Q: What's something your team built in ClickUp that you're secretly proud of?

“I'm most proud of the AI agents I've built in ClickUp! They help automate tasks, organize workflows, and provide reports and updates directly to me. Even though I run a small team, my AI agents make me feel like I'm managing a big company with my own virtual departments.”

Ma Bianca Liou, CEO & Co-Founder, ScaleUp Online

About ScaleUp Online

ScaleUp Online, which trades as Scale Up, is a digital growth agency that builds websites, CRM and automation systems, AI tools, and lead generation programs for owners who want better systems rather than more software. Its service lines run from high-converting websites and automated follow-up pipelines to AI chatbots and voice assistants, paid campaigns on Meta and Google, review automation, and marketing dashboards, all of it delivered to a stated three-step method: discover, build, then launch and optimize.

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