Client + Lead ClickUp Template Bundle

Track all of your current, past, and potential client/ customer information in one place.

DETAILS:

+ Client trackers for 1:1 services, group programs, and courses

+ Onboarding & offboarding checklists

+ Customer tracker for digital products

+ Lead trackers based on temperature and funnel entry point

+ Forms for new clients, testimonials, and inquiries

+ FREE Intro to ClickUp guide