The ClickUp Shop

[Pre-Sale] Client Management for Coaches ClickUp Template

$70.00

Note: This is a PRE-SALE – Product will be delivered within 14 days of purchase.

The Client Management for Coaches ClickUp Template will help you finally organize your coaching clients so that know exactly what program each client is enrolled in, who their personal coach is, when they’re due for their check in call.

Description

Note: This is a PRE-SALE – Product will be delivered within 14 days of purchase.
After purchase, you will receive an email with additional information about the pre-sale. Purchase the pre-sale template and get in early and help shape the template! Yep, it’s basically a custom template created just for your needs.
The Client Management for Coaches ClickUp Template will help you finally organize your coaching clients so that know exactly what program each client is enrolled in, who their personal coach is, when they’re due for their check in call. It will also give you a place to keep track of their accomplishments, making it easy for your team to reach out and congratulate them on their progress and success. Plus, onboard your clients with a repeatable system – creating a process they’ll rave about to their friends!

About the ClickUp Template

In less than 5 minutes you can have a system for keeping track of your coaching clients. No more spreadsheets, email updates, or notebooks all over the place.
  • Created by a vetted ClickUp Consultant
  • Designed for a paid ClickUp plan
  • 2 click installation into your workspace

What the Template Includes

The ClickUp template includes a list ready to be loaded into your workspace in just 2 clicks. View your clients by program, coach, and progress in your program.
  • ClickUp template (list)
  • video tutorial
  • guide for customizing and practical usage

How to Use This Template

You’ll receive an email with a PDF that has the link to the template and a video tutorial on how to use and customize it.

Who This Template is For

  • Coaches
  • Agencies
  • Social Media Managers
  • OBMs
  • Online business owners
  • CFOs
  • Bookkeepers
  • Podcasters
You are purchasing a single use license of this template and may use it for your use only. You may not share this template.
  • A fully built out template
  • Video tutorial on how to use the template
  • Guide to further customizations and practical use

Due to the nature of this digital product, no refunds are offered.