ClickUp
Client Management Bundle
Reinventing your client management process can be a huge undertaking. That’s why we did it for you.
Running your own business is hard enough, but managing clients on top of that? It can get pretty…tricky.
It can get tricky. Between juggling projects, relationships, tasks, and everything in between, it’s hard to keep up.
How do you keep things organized?
How do you make sure nothing falls through the cracks?
How – despite all of that – do you help form and strengthen your client relationships so expectations are met on both ends?
Allow us to introduce the ultimate solution to mastering your client management skills:
ClickUp Client Management Bundle
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7 Customizable ClickUp Templates
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Video Tutorials & How-Tos
Ready to Use in Seconds
With our Client Management Bundle, you’ll get instant access to seven ClickUp templates, all designed to help you master client management without doing all the manual work yourself.
Get Your Bundle NowHere is what’s included:
Workflow Mapping Template
Retainer & Project Based Client Lists
Client Dashboard
Onboarding & Off - Boarding Task
Testimonial Forms
Course Style Video How-Tos & Walkthroughs
Includes lifetime access to all templates + future updates
A Bundle that’s perfect for business owners who are ready to:
Create a more professional, seamless client experience
Organize, + manage client lists
Collect client feedback automatically
Have a formal onboarding + offboarding process
Reduce time + energy on manual client management
What our clients are saying!
Bookkeep Gooden
ClickUp was a big learning curve moving from Asana. This course and templates truly helped everything click for me!! It was great to have a starting point without having to do things from scratch. The customer dashboard has been a huge game changer.
PruittPrep CPA
These templates have been a game changer for our business processes. It helps streamline our business as we plug them right in to be more efficient immediately. Great stuff!
Ready to transform the way you manage and communicate with clients?
Get Your Bundle NowI am so glad you landed here and are ready to get your business organized!
Hey friend! I'm Kristi, your new systems BFF. I am so passionate about helping entrepreneurs like you streamline their operations, so you can save valuable time and energy. Together, let's transform your business into a well-oiled machine, allowing you to focus on what matters most – achieving your goals and embracing the journey.
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I am so glad you landed here and are ready to get your business organized!
Hey friend! I'm Kristi, your new systems BFF. I am so passionate about helping entrepreneurs like you streamline their operations, so you can save valuable time and energy. Together, let's transform your business into a well-oiled machine, allowing you to focus on what matters most – achieving your goals and embracing the journey.
@DaSilva Life. All rights reserved.