Olivia Austin

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.