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.
Agency Management
Add template to your ClickUp accountTemplate Includes
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- +4
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OFF TRACK, IN PROGRESS, IN REVIEW, CLOSED, ON TRACK, OPEN, AT RISK
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- +3
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OVERDUE, INVOICE PAID, INVOICE SENT, PARTIAL PAYMENT RECEIVED, CLOSED, GENERATING INVOICE
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- +14
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SCHEDULED, ACTIVE, ATTEMPT TO ENGAGE, QUALIFIED, OPEN, PROSPECT, UNQUALIFIED - ARCHIVE, CLOSED, AT RISK, ENGAGED, CLOSED, NEW LEAD, AT RISK, ON HOLD, LOST DEAL, BLOCKED, CLOSED
- PMO Item Type
- Schedule
- Scope
- Project Description
- Creative Project Phase
- Budget
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Time tracking
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Priorities
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Time estimates
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Custom fields
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Dependency warning
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Multiple assignees
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Emails clickapp
- Timeline
- Overall Process
- List
- Box
- Wiki
- Organizational Chart
- Workload
- Welcome!
- List
When task created, add to List.
When task created, set custom field.
When task created, set custom field.
When status changes, change due date.
When task created, set custom field.
When custom field changes, create task.
When status changes, change List, and set custom field, and set custom field.
When task created, change due date, and change priority, and set custom field.
