ClickUp Template
Leads & Client Tracker
Stop managing your relationships from your inbox.
From first inquiry to long-term client — tracked, managed, and never missed. One ClickUp template with three components that work together.
$27.00 USD
One-time purchase · Instant access
ClickUp Template
What's included
Sales Pipeline — 7 stages, Prospect to Closed Won
Client Tracker — manage active clients post-close
Contacts List — centralized directory for all clients
6 Automations + 9 Custom Fields included
ClickUp Template
Leads & Client Tracker
Stop managing your relationships from your inbox.
From first inquiry to long-term client — tracked, managed, and never missed. One ClickUp template with three components that work together.
$27.00 USD
One-time purchase · Instant access
Built by Verified ClickUp Consultants
Tried & Tested by Real Businesses
Designed for Plug & Play
Built by Verified ClickUp Consultants
Tried & Tested by Real Businesses
Designed for Plug & Play
The problem with winging it
If it's not in a system, it doesn't exist.
DOES ANY OF THESE SOUND FAMILIAR?
Leads come in from different channels and end up in five different places
You forget to follow up because there's no system reminding you
Once a deal closes, all the context lives in your head (not somewhere your team can see)
You can't tell at a glance how many deals are in play or where they're stuck
Every new client starts from scratch because there's no handoff process
get more than a template
Go from "where did that lead go?"
to knowing exactly where every deal stands.
Go from
"where did that lead go?"
to knowing exactly where every deal stands.
SALES PIPELINE
7 Stages from Prospect to Closed Won. See exactly where every lead stands, with automations that move deals forward without manual updates.
Client Tracker
Manage active clients after they close. Keep delivery visible, document key details, and maintain clarity across all your accounts.
Contacts Dashboard
A real-time view of your pipeline health. Track outstanding proposals, average deal value, and lead sources without opening a single report.
make your clickup smarter
Every untracked lead is a deal you won't remember losing.
One template. Set it up once. Never miss a lead again.
TENTATIVE TRAINING SCHEDULE
JUNE 6-8 | 3 DAYS | 8:00 - 10:00 PM
Access the webinar link through VCPH University
NEXT STEPS:
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Be a part of our exclusive community where we discuss key topics, share insights, and support each other's growth. You can access the community through our exclusive Facebook Group.
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We look forward to seeing you in the masterclass and helping you unlock your full potential!