ClickUp Clients & Leads Template
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
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.
$57 value - for FREE!
“The ClickUp bundle was one of the best investments I’ve made in my business”
"It saved me SO much time! I went full time in my business 8 months ago and before that I was still technically freelancing but had no actual processes or backend organization for myself. The instructions were clear and the templates themselves have helped me out throughout all my projects to stay organized while also elevating my clients experience!"
Celeste
"Olivia's ClickUp templates have helped me streamline my process with my clients immensely!
I knew I wanted to move to ClickUp, but was so overwhelmed trying to figure out 1. how to use ClickUp and 2. how to upgrade my client processes at the same time. If you need help in either of those areas, you 100% need this template! "
Chanel
"Really helpful to see how another designer uses ClickUp!"
"It's been helpful to see how someone else structures their Clickup folders with clients. Ive taken the template and have edited it quite a bit to fit my studio, but it was still really helpful to see how someone else does it".
Katleyn
"Olivia's templates have been a game-changer in my agency! "
"Each template has saved me time while also helping elevate how concepts are presented to clients. The ClickUp templates were instrumental in streamlining our internal systems with the flexibility to customize as needed to fit our niche clientele. Each purchase I’ve made from the template shop has helped elevate my business and saved me a lot of time."
Emily