What’s included in the Client Delivery Check-In Form Template:
– Client Delivery Check-In Form Template
– Automated review process (ClickUp only)
– Access to our Training & Support portal
Client Management Database Template
What’s included in the Client Management Database Template:
– Client Management Database Template Tracker
– Client Management Overview Dashboard
– Templated process in task description
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
Client Support Request Tracker
What’s included in the Client Support Request Tracker:
– Customisable Client Support Request Form
– Task list for tracking support requests from start to finish
– Task automation for seamless request management (ClickUp only)
– Client Support Dashboard (ClickUp only)
– Easy-to-follow setup and customisation walkthrough videos
– Access to our Training & Support portal