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heatherfarrisco

ClickUp Client Onboarding Template for Service Providers

ClickUp Client Onboarding Template for Service Providers

$10.00 USD
$10.00 USD
Sale Sold out
Shipping calculated at checkout.

Take control of your client onboarding & with our ClickUp templates for onboarding new clients.

These templates are designed to help you collect, track and maintain your clients from the moment they sign their contract and pay their invoice.

Get a beautifully made set of ClickUp templates that aren't bare bones and actually help you to get started right away! This is a perfect template if you're a Pinterest Manager.

For ClickUp only!

WHAT YOU'LL LEARN...
  1. How to onboard your clients inside of ClickUp
  2. How to use ClickUp forms for collecting important details
  3. How to setup your automations for when clients fill out the forms
WHAT YOU'LL RECEIVE...
  1. ClickUp Client Database/Onboarding List
  2. BONUS: Heather's ClickUp Form for Pinterest Services
This originally appeared in Pin Profit Academy, my paid membership community where you can learn up to date Pinterest & content strategies to grow your business online.

Frequently asked questions

Do I need a paid ClickUp plan to use these?
While some features would benefit from a paid plan you do not need to start off with one.

Are there videos to show me how to use them?
Yes, there are videos and screenshots with full explainers on how to use these templates.

Please note: These templates are designed for you to use as an end user and not designed for you to resell.

This is a digital product. Nothing physical will ship.
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