Six ClickUp templates to help you up-level your business and make your client onboarding a breeze.
Let ClickUp do the onboarding for you.
5 Simple video lessons
Learn how to use your new templates to onboard your clients with ease, organize your ClickUp workspace, train your team, and up-level your productivity.
Quick 60-second setup
All of our templates are easy to use and can be added to your ClickUp workspace in less than 60-seconds. In just a few clicks, you'll have a complete ClickUp workflow to make your business backend a breeze!
Customizable templates for any industry
Instead of feeling disorganized and overwhelmed whenever you sit down to your computer, you'll be excited to scale your business and show up as the organized expert you are!
Every template is fully customizable to work for any service-based business. Simply import your template, customize it, then save it to your ClickUp Template Center.
Recommended for use with a paid ClickUp subscription.
Easy-import templates for every service-based business:
Sales pipeline template - For organizing and semi-automating your sales process: from initial contact, to discovery call, to your first paid invoice.
Project pipeline template - For organizing the status of all your projects.
Discovery call notes template - Use with your sales pipeline template to simplify notetaking during your discovery calls.
Content calendar template - Use this template to organize your entire content creation process.
Team handbook template - a customizable template for creating your own team handbook and SOPs.
Client portal template - a customizable template for creating your own client portal and dashboard. Includes instructions for embedding your own live task view.
Bonus lessons - Bonus lessons to teach you how to automate and simplify as much of your client onboarding as possible.
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