Your business is spread across six tabs.
It doesn't have to be.
ClickUp templates designed for service-based businesses — so everything lives in one place and nothing gets missed.
Why ClickUp?
I tried a lot of tools before landing on ClickUp, and the reason it stuck is because it actually adapts to how I work, not the other way around. For service-based businesses managing multiple clients, it's the right balance of structure and flexibility. You don't need ten different apps. You need one system that shows you what's happening, what needs attention, and what's waiting on a client, all without having to dig for it. That's what ClickUp does, when it's set up well.
While I specialise in ClickUp, I also support Notion setups for clients who prefer a more flexible, build-your-own system.
Free and paid Ready-to-use ClickUp templates built for VAs, OBMs, freelancers and service-based businesses
The Free Client Management Guide for VAs & Solopreneurs'
If your ClickUp feels messy, this will fix it
Most people set up ClickUp like this:
A list per client
Tasks scattered everywhere
No clear ownership
Constantly wondering what needs attention
And over time… it becomes harder to manage, not easier.
You don’t need more lists — you need more clarity.
What You’ll Get:
A ready-to-use ClickUp template (free version compatible)
A step-by-step guide to set it up properly
A simple system to manage multiple clients in one place
A clear daily workflow so nothing slips through the cracks
How It Works:
Import the template into ClickUp
Add your clients and tasks
Use the “Due Today” and “Upcoming” views
Stay on top of everything — without overthinking it
This is for your if:
You’re a solo operator or small team
You’re managing multiple clients
You’re constantly switching between tasks and tabs
Your current setup feels messy or hard to maintain
You lose track of documents linked to your work
You can’t easily find the source of a task (email, message, etc.)
You want something simple that actually works day-to-day
Want more? Explore the paid templates
Client Management Template
The straightforward system for VAs, OBMs, solopreneurs and small teams managing multiple clients.
If you're juggling client work across emails, tabs, and notes — this template gives you one clean place to manage it all. Simple to set up, easy to use every day.
What You’ll Get:
Client Work Hub — manage all client tasks in one list, grouped by client
Client CRM — a clear snapshot of all your active and inactive clients as well as their monthly value, invoices schedule + more
Admin/Internal List — for your own business tasks separate from client work
Pre-built views: Due Today, This Week, Waiting on Client, Follow-Ups Due, Overdue, By Client
Custom fields: client name, task type, task source, follow-up date + more
Bonus task workflows: onboarding template, invoice follow-up, social media planning, recurring send invoice reminder
Step-by-step setup guide
Bonus Inclusions:
4 pre-built task workflow templates so you're not starting from scratch.
A streamlined ClickUp template for managing multiple clients in one place — including client tasks, CRM, admin workflows, pre-built views, and bonus task templates for VAs, OBMs, and service-based businesses.
Instant digital download. ClickUp Unlimited plan required.
Client Operations System
A complete client operations system — from first enquiry through to offboarding.
Built for service-based businesses who need more than a task list. This system connects your entire client lifecycle: leads, onboarding, active work, revenue visibility, and clean offboarding — all inside ClickUp.
What You’ll Get:
Client Sales Pipeline — track every lead from first contact through to signed contract with pipeline stages, follow-up dates, and monthly revenue values
Client Onboarding — manage the entire client journey from contract signed through to kickoff, with pre-built stages so nothing gets missed during onboarding
Client CRM — a central record for all client details, auto-created via automation when a client signs a contract with you
Client Work Hub — manage ongoing tasks and deliverables per client (same powerful task system as the Starter template)
Admin/Internal List — keep your own internal business tasks separate from client work
Dashboard — a command centre showing follow-ups, overdue tasks, payments and upcoming work at a glance
Built-in automations — auto-set follow-up dates upon status setting. When a contract is signed, tasks are automatically created in your Client Onboarding list, Client CRM and Client Work Hub, keeping your pipeline moving without any manual handling
Revenue visibility — see the monthly value of every client sitting in your pipeline
Bonus task workflows: onboarding checklist, invoice follow-up, social media planning, send invoice recurring reminder, client offboarding checklist
Step-by-step setup guide + ClickUp visual overview + set p guide with best practice points and useful tips.
Bonus Inclusions:
5 pre-built task workflow templates including a full client offboarding checklist.
A complete ClickUp client operations system that manages your full client lifecycle—from lead tracking and onboarding through to delivery, revenue visibility, and offboarding.
Instant digital download. ClickUp Unlimited plan required.
Who these templates are for
Compare Your Options:
Feature:
Manage Active Client Work
Client CRM
Admin/Internal Task List
Pre-Built Views & Filters
Bonus Workflow Templates
Sales Pipeline
Client Onboarding Pipeline
Revenue Visibility / Pipeline Value Tracking
Dashboard / Command Centre
Built-In Workflow Automations
Client Offboarding Workflow
Manage Active ✓ ✓
Client Work
Client CRM ✓ ✓
Admin/Internal ✓ ✓
Task List
Pre-Built Views & Filters ✓ ✓
Bonus Workflow ✓ ✓
Templates
Sales Pipeline - ✓
Client Onboarding - ✓
Pipeline
Revenue Visibility / ✓ ✓
Pipeline Value
Tracking
Dashboard / ✓ ✓
Command Centre
Built-In Workflow - ✓
Automations
Client Offboarding ✓ ✓
Workflow
Both templates are built for virtual assistants, online business managers (OBMs), solopreneurs, freelancers, consultants and service-based businesses who are managing multiple clients (even just one client) and want a clean, practical system — not another complicated tool to maintain.
Stop searching five different places for one piece of client information — ClickUp keeps everything visually organised and exactly where you expect it.
Client Management Template
Client Operations System
Want your ClickUp system set up for you?
Both templates come with everything you need to get started on your own — but if you'd rather hand it over, I can set it up for you.
I'll customise it around how your business actually works, connect the automations, and make sure everything is running before I hand it back. No figuring it out yourself, no back-and-forth with a guide.
👉 If you have something specific in mind — a different structure, additional lists, or a system built from scratch — I can help with that too. Just reach out and we'll work out what makes sense for your business.
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Frequently Asked Questions
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Frequently Asked Questions *
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Yes — a minimum of ClickUp Unlimited is required to use these templates, as they include custom fields and views that are not available on the free plan.
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After purchase on Etsy you'll receive instant access to a digital download containing your setup guide and a direct import link. You'll be up and running in ClickUp within minutes.
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Absolutely. Both templates are fully customisable — update client names, task types, statuses and fields to match how you work. The setup guide walks you through exactly what to change first.
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The Client Management Template is focused on day-to-day task and client management — it's clean, simple, and ideal if you want to get organised quickly. The Client Operations System adds a full lead-to-client pipeline, automation, revenue tracking, and a weekly review dashboard — it's for businesses that want their entire client workflow connected in one place.