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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.
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ClickUp Leads + Clients Management Template
  • Total payment
  • 1xClickUp Client + Leads Management Template$57
    -+

All prices in USD

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)

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