Virtual event
Client Service Delivery in the Age of AI
Transform your client service operations into predictable, profitable, and scalable workflows with ClickUp—the only converged AI workspace that unifies the entire client service workflow from project intake to delivery.
Date: Wednesday, October 15 Time: 12:00 PM PT / 3:00 PM ET
Event details
What you'll learn
Discover how AI is transforming client service delivery for real-world impact, including:
- How AI is transforming client service delivery
- Ways to automate routine tasks and accelerate response times
- Strategies for centralizing operations and boosting team collaboration
- Steps to empower your team for high-value, strategic work
Featured speakers
Meet your experts
Kyle Coleman
GVP of Marketing at ClickUp
Margot Moore
Senior Director, Services & Success at ClickUp
AJ Castellucci
Senior Manager, Services at ClickUp
The old way vs new way
Why teams are shifting to AI-powered Client Services
Manual work and legacy tools
- Disconnected tools and siloed information
- Manual intake & triage for client requests
- Slow response times and unclear handoffs
- Limited visibility into client health and project status
- Reactive, impersonal service
AI-powered client service operations
- Unified workspace for full visibility
- Automated, AI-powered workflows
- Accelerated service delivery and clear ownership
- Real-time insights with actionable dashboards
- Proactive, personalized client experiences
Get the recording and Client Service Playbook
Register to get everything your team needs to master AI, Agents, and workflow automations to scale your client services efficiently.
Live demos & Q&A
Learn exactly how to automate your workflows—from client onboarding to advanced process automation—and get your questions answered by ClickUp experts.
Full event recording
Can’t make it live? No worries. All registrants will receive the complete webinar recording to watch and share at your convenience.
The Client Services Playbook
Get exclusive access to our Client Services Playbook—a step-by-step guide to transforming manual, repetitive work into streamlined, AI-driven processes.
Free expert consultation
Get a free, no-pressure consultation with our experts to review your current workflows and how ClickUp can help your business grow.
Live demos & Q&A
Learn exactly how to automate your workflows—from client onboarding to advanced process automation—and get your questions answered by ClickUp experts.
Full event recording
Can’t make it live? No worries. All registrants will receive the complete webinar recording to watch and share at your convenience.
The Client Services Playbook
Get exclusive access to our Client Services Playbook—a step-by-step guide to transforming manual, repetitive work into streamlined, AI-driven processes.
Free expert consultation
Get a free, no-pressure consultation with our experts to review your current workflows and how ClickUp can help your business grow.
Ready to transform your client services?
Register today to save your spot and get access to all exclusive resources!
