Agency Management

Streamline project and client management with ClickUp’s Agency Management template. Coordinate tasks, timelines, and deliverables for smooth collaboration and satisfied clients.
Template Level
BeginnerIntermediateAdvanced
ClickUpBy ClickUp
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This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

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