This template is perfect for creative entrepreneurs, coaches, service-based online businesses, OBM's + VA's
BUY NOW
The Leads & Client Management ClickUp Template is a plug and play ClickUp Space ready and waiting for you to customize for your unique business needs. This template has easy-to-use custom features, done-for-you task templates, video step-by-steps that will help you streamline your leads & client management processes, client onboarding/offboarding, client project management, testimonials, and more in one central space for easy team collaboration. If you're looking to uplevel your lead & client processes and deliver an amazing client experience this is a perfect template to get you organized!
$127.00
Leads & Client Management ClickUp Template
< Back to Shop
Manage your leads and client tasks in this easy & fully customizable ClickUp Space. Grab our go-to templates for client project and tasks management, client onboarding, offboarding, testimonial management and more!
Lead Management + Pipeline
This template includes:
Lead + Client FAq's Library
ActIve + Archived Client Project Management
Client Task Management
Client Management + CRM
Testimonials Management + Library
Each template includes demo tasks and templates that can be used as an overview or inspiration for your own tasks. Please feel free to use these tasks and customize them to your own business or to spark ideas of what can be included in each of your lists.
Tasks + Templates to Customize
Video Tutorials for Your Workspace
Each of the lists in your template workspace includes a video overview of key features and how to utilize the templates. Also included is a video overview of your template as well as videos for those that are using ClickUp for the first time.
Getting Started with ClickUp Template
If you're brand new to ClickUp or would like to use this as a resource for team members that are new to ClickUp, a template has been included in your delivery guide to access a ClickUp overview. This includes a Workspace template with resources, tutorials, and video walk-through.
INSTRUCTIONS + INSTALLATION GUIDES
Also included is a digital delivery guide with an overview of how to install your templates. This is also where you'll be able to access your templates as well as the additional resources that are included with your purchase.
The ClickUp template package also includes:
Some Additional Goodies
BUY NOW
Strategically designed to organize all areas of your business systems with thoughtful, simple & inspired digital spaces
ClickUp Template Business Bundle
FEATURED
Shop Now
DIGITAL Bundle
Strategically designed to organize all areas of your business systems with thoughtful, simple & inspired digital spaces
ClickUp Template Business Bundle
Featured
Shop Now
— Ana Kinkela
Lauren is a systems QUEEN, and I cannot rave enough about her and her work. I am someone that historically disliked any systems and structures in my business — they felt dry, annoying and like hard work to figure out. After hiring Lauren, my business TRANSFORMED, and she implemented systems and structures that actually felt good to me.
— Cara Barone
While working together, I would throw up high-level, pie in the sky ideas and she would whip it up into a ClickUp template in no time. Her ability to translate what’s in my head to a highly efficient system that can scale is next level. She also brings so much energy + joy to the experience. Lauren is your go-to gal for anything systems, ClickUp, templates, and efficiency!
Nice Things That People
Have Said
The reviews ARE IN
Easy! After your purchase, you will receive an email with to access your templates, along with a video tutorial on how to import, use and customize your goodies! These templates are super easy to use and completely plug and play so you'll be able to set up your systems and dive in right away.
How do I use these templates?
01.
Frequently Asked Questions
Nope, not for these! All of the templates in the Systems Shop can be used on the FREE version of ClickUp. You are always welcome to upgrade to a paid version to take advantage of additional features & functionality, but it's not a must.
Do I need the paid version of ClickUp to use these templates?
02.
You sure can! These templates have been built with flexibility in mind so they can grow right alongside your business and support you along the way. It's so helpful to have the right foundations in place sooner than later! Many times biz owners only realize how much they need systems when they're so busy all they can think is #sendhelp.
What if I'm just getting started in my biz? Can I still use these templates?
04.
Have some questions of your own or is there a template you'd love to see included in the Systems Shop? Feel free to drop into my inbox right here so we can get you started with your whiz bang systems set up.
