video1.0<iframe src="https://www.loom.com/embed/ecd5bb11f0704f1db8e1514ef462255a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ecd5bb11f0704f1db8e1514ef462255a-61c17839609cdb7a.gif300.565This Loom provides an overview of a ClickUp dashboard built for a client named Nutritionist Respa Nairobi. It shows how the Client Operations department tracks tasks such as check-ins, new leads, unanswered leads, and discovery calls, with proposal status including accepted, awaiting decisions, and follow-up dates plus proposal versions and amounts. It also covers contracts in negotiations and how employee assignments trigger email notifications. After winning clients, the dashboard supports tracking renewals, referrals, upsells, and client success, while also recording lost opportunities. The Loom concludes with a look at a Marketing Hub for campaign and production tasks and brand collaborations.