ClickUp Client + Leads Management Template

Contact information

Your name

Your first name

Your last name

Your email address

Verify your email address

Your business name

Phone no.

Billing address

State/region

Your street address

Your city

ZIP

State/region

ZIP

I agree to the terms and conditions

Yes, please send me marketing emails!

Due to the nature of this digital product, all sales are final and there are no refunds or exchanges. Upon purchase, you receive the right to use this template in your own personal and commercial projects. You may modify it, include other works and copy and add your own branding to it. You may not resell, lease, license or distribute this, or any templates and products by Olivia Austin.

I agree

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

WHAT'S INCLUDED:

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

*All templates are directly editable in ClickUp (you must have a ClickUp account)

Contact information

Billing address

Payment information