THE TEMPLATE SHOP

— ClickUp Templates for Scaling Businesses

Everything you need to get your business streamlined and operating with absolute ease so you can focus on where the money is.

Got a lot on your plate? These templates are the ultimate solution for businesses seeking to enhance productivity and organization. Say goodbye to chaos and hello to streamlined operations!

LEAD TRACKER

Easily & consistently track your cold, warm and hot leads so that no one is missed or unacknowledged and you can convert leads into clients for your business. Includes a space to retain the following information: referral source, referral payout, call booked date, followed up with date and so much more!

 

TRACK AND MANAGE YOUR LEADS SO YOU CAN CLOSE MORE SALES AND SCALE WITH PURE ORGANIZAtiON

Ready to scale faster?

$47

Instant download upon purchase

$47

nice to meet you

Jillian Storie

I am a spiritual and passionate online business manager who brings a couple decades of business administration, management and supply chain education, skill and knowledge along with my 3 years in the online service provider industry to up level your business operations. Having worked on my own online service provider business along with tens of others, I have a thorough depth of understanding when it comes to what it necessary and how to fill the gaps easily and efficiently.

With these killer templates you'll be able to:

Boost Productivity Instantly: 

With features like custom views, automated tasks, and integrated calendars, our templates transform your workflow, making it more efficient and effective.

Just for You: 

No matter the size of your biz, we've got something for everyone. Managing projects, juggling marketing stuff? We’ve got templates that hit the mark!

Get More Done, Like Now: 

Think custom layouts, auto-magic tasks, and calendars that actually talk to each other. Our templates mean business – they make your day a whole lot easier.

Minimize your margin of error with a trustworthy blueprint for tracking what really matters