Client-Ready ClickUp Agency System: Proven Workflows, Docs, & Dashboards for Modern Agencies

Stop wasting hours cobbling together workflows. This template gives you an agency system for tracking projects, onboarding hires, and reporting dashboards (so that you can focus on growth). Get a complete workspace that scales with your business operations.

Think of it as a complete operating system for ClickUp that's plug-and-play - fully customizable to your agency.

Money-back guarantee: If you don't like it for any reason, simply contact us within 30 days for a full refund.

clickup template

FAQ

I'm new to ClickUp. Can I use this?

Absolutely! This can come in handy if you're new to it, as it helps speed up your workflow (without having to manually set up your workflow).

Can I customize/edit text, categories, etc?

Yes, everything is customizable so that you can go in and edit or add whatever you'd like.

I'm on the fence - what is your refund policy?

We know you'll love these templates, but if you don't, just contact us within 30 days for a refund.

Speed up your workflow.

Take your agency to the next level with the templates.

What's inside: Content calendar, agenda, reports, client onboarding statuses, project to-dos, contacts & team, vendor contacts, finance, assets, new hire onboarding, client project portal pages, and more.

Buy once & get access for life. Download instantly.

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GET IT NOW

Instant download - $97

Instant access.

Agency ClickUp templates
Lifetime access
Use with unlimited projects
All templates
Support included
Instant download

Our Team

Hannah Wright

Founder & automation-eer

Freelance experts

Experts of their craft

If (for any reason) you don't like it, just contact us within 30 days for a full refund. It's simple!

Ready to get things done?