This guide explains how to close out the review-update tasks that are automatically generated in ClickUp for every Topline success manager twice per month. Follow the steps below to keep our records complete, searchable, and actionable.
You need to complete two check-ins per month. The bi-weekly check-in will be automatically renewed twice a month. Your job is to add the information, meeting recordings, and complete the task on time.
• Due Date: 24 hours after you hold the meeting or record the walkthrough.
Hold the Session
Conduct the live review meeting or record a solo video walkthrough if the client can’t join.
Post the Recording in ClickUp Chat/Slack or Email
Paste the meeting recording link (Zoom, Drive, Loom, etc.) or upload the file directly in the ClickUp Task. Also, share it with the client inside their Slack or ClickUp Channel, or send it via email. Make sure the workspace members and client have viewing permission.
Add a Written Summary
Inside the ClickUp task, add the most important topics you talked about in the call and the next steps or tasks to complete. Keep it concise; bullets + links are fine.
After adding all the information in the Bi-Weekly Check-In task inside ClickUp, you can mark it as complete.
Two updates per month, per account Meetgeek link or Video Walkthrough in ClickUp task Bullet-point summary in Chat
• HD & Clear Audio – Minimizes follow-up questions.
• Screen-Share Dashboards – Show rather than tell.
• Template the Chat Block – Save time by pasting the same bullet structure.
• Stay Consistent – A complete audit trail helps leadership support you and your accounts.
By following this process, we maintain a high-fidelity record of client interactions and ensure accountability for next steps.
