ClickUp Lead + Client Management Template
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Take the guesswork out of organizing, following up with, and onboarding your leads.
- 1x Lead Tracking Folder to organize different phases of the sales process (from filling out intake form to sending a proposal).
- 1x Lead Tracking List to organize within the folder by year, month or quarter (depending on your preference)
- Keep track of existing clients project phases to easily manage your client load
- Easily follow up with warm leads + know what proposals you have out to where
- Easily organize discovery call notes to refer back to
What's included:
When your client acquisition process runs like a machine (thanks, ClickUp), you’re free to focus on the more fun (and revenue-generating) parts of your studio work.
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