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Struggling to track your leads, onboard and offboard clients, and creating a high-quality client experience within your online business?


Enter...

Struggling to track your leads, onboard and offboard clients, and creating a high-quality client experience within your online business?


Enter...

Give your business a back end upgrade with these FREE easy plug-and-play templates that allow you to manage clients like a true CEO

Give your business a back end upgrade with these FREE easy plug-and-play templates that allow you to manage clients like a true CEO

Wouldn’t it be nice to not spend literally hours every month onboarding and offboarding clients? 

Or have a follow-up process for leads so you aren’t missing out on sales?

ClickUp has been the answer to ADDING time back into my schedule, making more money, and creating a client experience that WOWS them every. single. time. 

And this is why I created this template for business owners who don’t know systems in and out! And I promise, it will take you WAY less time to download and tweak the template than it will to watch tutorials, DIY, and hope that things run smoothly. 

Gone are the days of leaving leads high and dry and putting off the ROI on clear, simple, and effective backend systems.

Here’s what you get with The Client & Lead Management ClickUp Template:

 

  • Your folder template containing 4 lists: Lead Management, Client Onboarding, Active Client Management and Client Offboarding.

  • A Loom video with an overview of how the template works.

  • You’ll also receive training videos and instructions for how to tailor your new ClickUp setup to your individual onboarding, offboarding, and lead management processes.

  • PLUS a BONUS! We’ve added a Dubsado to ClickUp Zapier template to send your leads straight from your CRM to your new ClickUp template.

  • A training video on how to import and customise your new “zap” mentioned above!

Meet your Systems Expert and ClickUp Template Creator!

Ever felt like you want to implement systems, understand the benefits, but have no idea where to start?

I’ll tell you right now, it could be hindering the potential growth for your business

- but I’m here to help solve that QUICKLY and with EASE.

As a small business owner myself, I understand the challenges that come with creating the most efficient, thriving, and profitable business when you’re first starting out – and keeping those processes sharp and dynamic as you grow! 

 

That’s why I’ve made it my mission to make my business all about saving you time and increasing revenue-generating opportunities by creating efficiencies through systemisation, automation & organisation so you can level-up your business.

And this template is your next step towards doing just that!

Get The Client & Lead Management ClickUp Template
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