You’ve been busy growing your business. As a result, you’ve got more revenue, more clients or customers, and more projects to show for it — that’s great! But because you’ve been so busy, your systems and operations are kind of all over the place.
Tasks here, emails there, files here, different tools for this and that… It feels like reinventing the wheel whenever a new project or sale comes through.
Hodge-podged business systems are pretty common, especially in businesses that have scaled quickly. And while those systems may have been good enough to get you where you are now, they can’t get you where you want to go.
Because to grow, to get to that next level, you need to do something you haven’t done yet.
You need to get organized and systematized if you want to grow! And these ClickUp business templates can help you do just that.
There are so many great things ClickUp can do, but one of our favorites is actually helping you create the processes your business desperately needs.
What happens when a new client onboards? How do you deliver their work? How do you assign to your team or follow up with stakeholders? All of that can be done when you have your workflows mapped out in ClickUp.
Designing your workflows in ClickUp means you have one “source of truth” for all your business to-dos and operations is a game changer. This means more efficient work — and clears up more time on YOUR plate to work in your zone of genius. Workflows also let you delegate successfully.
Of course, setting up new workflows takes some thinking. Our Workflow Mapping ClickUp Template can help cut that time way down! ClickUp already lets you create and populate task lists, assignees, statuses, and priorities, but our template enables you to maximize these features to design your workflow in less time.
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➡️Grab your ClickUp Workflow Mapping Template here!
ClickUp isn’t only good for task management or new client deliverables. It’s also great for managing your business's day-to-day—and ensuring you’re on track. To know if your business is growing in the right direction, you need to keep your eyes on KPIs and OKRs (key performance indicators and objectives and key results). Believe it or not, ClickUp can help with that!
Migrating and integrating all of your metrics into ClickUp makes it so easy to track what’s happening in your business — without jumping from platform to platform. Plus, when you collect data in Clickup, it’s much easier to see trends and monthly changes. You can see where things may need improvement or if any recent updates are starting to work.
It’s all about testing and learning — and using a template that makes this easy! Our KPI & OKR Tracker ClickUp Template eliminates the need for different documents or spreadsheets to track and compare data. Instead, everything is in one easy-to-locate place.
With KPIs and OKRs tracked in ClickUp, you’ll have more precise goals for your business and a roadmap to success that’s visible to everyone with a stake in the outcome!
➡️Grab your KPI & OKR ClickUp Tracker Template here!
Who doesn’t love watching sales come in?? Revenue is one of the biggest signs of business health, and guess what? ClickUp makes it easy to keep tabs on this, too.
ClickUp easily integrates with Zapier, so you can easily track new sales as they come in — without manual entry. Whenever there’s a sale/promotion/launch, all you have to do is check ClickUp to see how it’s going.
No math. No extra tools. No CSV files. See why we love ClickUp so much?
If you want to keep sales tracking simple, grab the Sales Tracker ClickUp Template below! You can collect important data like dates, product or offer sold, gross earnings from each transaction, and more!
➡️Grab your Sale Tracker ClickUp Template here!
Want to know if your business is truly profitable? Profit First can help you do that! Mike Michalowicz created this financial “decision matrix” — and it’s so helpful to small (and growing) businesses.
Managing finances in any capacity can be a little overwhelming (and sometimes, even scary), but the Profit First method makes it easy to determine how much of your revenue goes where. The cool part is? You don’t have to think about it — when you use Profit First & ClickUp together.
Our Profit First ClickUp Template is a plug-and-play system that helps you start using Profit First in your business — without any ugly or confusing spreadsheets. Everything is managed right in your ClickUp, so you always have a pulse on your finances and know how much money you have each in of the Profit First “funds.”
➡️Grab your Profit First ClickUp Template here!
You hired a team to help take work off your plate, not add more to it. But if you don’t have an effective system for managing that team or delegating to them, you might as well be working solo.
Half-built processes, disorganized notes and folders, a lack of SOPs…it can all lead to confusion and you doing the work at the end of the day (or over a long weekend, ugh).
Without a team management system, you’re essentially throwing your team into the deep end and hoping they’ll swim (and you’ll end up jumping in to save them). Instead of a sink-or-swim environment, a team management system can help new employees thrive and end your frustration and involvement for good.
Help your team members shine by creating a system inside of ClickUp! Our Team Management ClickUp Template Bundle can get you started.
It has everything you need to get started ASAP, including:
➡️Grab your Team Management ClickUp Template Bundle here!
What if you need all these templates to organize your business and help it grow? Save yourself money and time — grab our ClickUp Template Vault!
Inside the ClickUp Template Vault, you’ll get access to the ClickUp templates and resources you need to scale and streamline your business systems TODAY.
And for a limited time only, you can save big because we’re offering 20% off just for you! You can access templates made by a ClickUp Pro (oh hey, that’s us) for LESS.
The template vault includes:
🚀Lifetime Access & Updates
🚀40+ ClickUp Templates for Your Business
🚀Guided Video Tutorials
🚀Use Case Workflows & Frameworks
🚀Bonus Trainings
🚀and more
Want to get set up with everything you need to make ClickUp a success? Grab the vault or individual templates for 25% off during our Black Friday sale here!
