Designed For Service Based Businesses Ready To Get Back Their Time And 3x Their Clients.
Completely Customizable ClickUp Templates
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How It Works
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Swipe our entire process for sourcing & finding your ideal VA + OBM clients with pitch email templates and a pitching tracker!
Client Lead TrACKER
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Can’t keep track of all your client details? Swipe our internal client management process, client tasks lists, and even a master passwords database!
Client Management
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Have a team? Swipe our management tasks, onboarding + offboarding, agendas, services + product catalog and more!
Team Management
For Virtual Assistants + Online Biz Managers
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Have a team? Swipe our management task , onboarding + offboarding, agendas, services + product catalog and more!
COMPANY + TEAM MANAGEMENT
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Do you have all those repeating tasks in your biz? Social media creation, inbox management, website maintenance? Keep track of them all with these templates!
RECURRING TASK MANAGEMENT
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Keep your coaching clients organized in our 1:1 coaching pipeline and group coaching roster, with all of the tasks to stay on top of it!
CLIENT Management
For Coaches
Need help keeping track of all of your blog, content, and marketing management processes + tasks? Swipe our templates for managing your marketing!
CONTENT MARKETING MANAGEMENT
Can’t keep track of all your client details? Create a rinse and repeat process with our templates and keep track of all your internal client management tasks too!
CLIENT MANAGEMENT
Keep your photography clients organized in our lead and client pipeline along with client onboarding and offboarding!
LEAD + CLIENT OVERVIEW MANAGEMENT
For Photographers
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Swipe our entire process for sourcing & finding your ideal clients with pitch email templates and a pitching tracker!
Client Lead TrACKER
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Need help keeping track of content creation AND social media management tasks. Swipe our template to keep your eyes on it all.
CLIENT CONTENT CALENDARS + MANAGEMENT
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Can’t keep track of all your client details? Swipe our internal client management process, client tasks lists, and everything to stay on top of your client’s needs!
Client Management
For Social Media Managers