$7.00 USD

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ClickUp Client Management Template

Simplify and organize your client relationships with the ClickUp Client Management Template, designed to effortlessly manage New Leads, Current Clients, and Past Clients. This template allows you to effortlessly track leads, nurture current relationships, and archive past clients, all within one area.

The ClickUp folder template includes three essential lists:
  1. New Leads: Streamline lead management from initial contact to consultation calls and onboarding.
  2. Current Clients: Keep all current client details in one accessible location. Manage email addresses, mailing addresses, birthdays, time zones, package details, and more with ease.
  3. Past Clients: Access past client information at your fingertips. No more having to search high and low for their contact details.
Key Features:
  • Customization: Tailor the template to match your business needs. From custom fields, status, labels and more, adapt the template to business.
  • Efficient Task Management: Use sub-task lists, due dates, and priorities to manage every aspect of your client relationships effectively, ensuring nothing falls through the cracks.
  • Collaboration: Invite team members to collaborate on the platform, assign tasks, and guarantee everyone is aligned in delivering an exceptional client experience.
  • ⭐BONUS: I provide a comprehensive video tutorial that offers an overview of how to access and use the template.


**Please Note: The template is a digital product, it is not a physical product. A ClickUp account is needed to access this template.


  1. New clients: please create your account so we can email you all the details you need
  2. Existing clients: please enter the email & password you use to access your client account

*You MUST create an account even though this is a template. Our system won't process it unless you do so


Payment will be deducted from your Credit Card or Paypal account automatically. A receipt will be available if needed.


You'll be directed to a thank you page and also receive an email with the next steps to accessing your guide.

Have questions? Email me at [email protected]