The ClickUp

plug & play

template bundle

The ULTIMATE plug & play Template bundle to get you started in ClickUp!

Gain immediate access to 50+ exclusive templates to help you to organise your key processes right away!


The ClickUp


Simple Templates to organise your processes!

The ClickUp Plug & Play bundle will help you to ditch the post it notes and instead…..

Have a dedicated list to manage your high priority CEO tasks

Stay on top of your yearly, quarterly & monthly goals

Have a home for those important SOPs

Organise your client projects with ease

Track your leads and manage client capacity with ease

Get consistent with marketing with a simple content planner

and do SO much more! 😍

Plug and Play

template bundle

What’s included

Client Management Templates

  • Project Capacity Planner

  • Client Project Folder

Sales Management Template

  • CRM Lead tracker

Marketing Templates

  • Social Media Content Planner

  • PR /Collaboration Tracker

  • Podcast / YouTube workflow list

Biz Management Templates

  • SOP process Library

  • Business Assets Library

CEO Management Templates

  • CEO Day task list

  • CEO task dump

  • CEO Training list

  • CEO Biz Dev list

PLUS…..

Systems setup project folder - for Tech VAs , OBMs and System Pros -

Goal Tracking Folder

AND…..

Dashboard training

Canva templates

today’s Price!

£197

$97

Take your systems from zero to hero

The ClickUp Plug & Play Template bundle is perfect for:

😍 New ClickUp users
😍 Done-for-you Service Providers
😍 Soloprenuers

Frequent Questions

  • As the templates are a digital product and you have direct access, there are no refunds under any circumstance.

  • The bundle includes an instruction video to instal however you simply use the URL link provided in your browser.

    Ensure you are logged into ClickUp and follow the instructions to add to your workspace!

  • Yes! Most definitely and I actually recommend that you do so. These are a guidance but you may find another view is better for your personal preference.

  • Sadly no. The templates have been created with ClickUp users in mind. They will not work in another platform

  • I recommend a Business plan so that you can make full use of the custom fields and automations included within the templates.

Have we met?

Hi, I’m Nicola, your wing woman to getting organised!

I’ve been in your shoes as a disorganised business owner.

After running my own online wedding stationery business for 5 years alongside a busy 9-5, I learned that having the right systems and processes in place gives you back so much power as a business owner.

These days you’ll find me working with clients and helping them to build a sustainable business by developing scalable systems & repeatable processes that save time and increase productivity.

I am a Verified ClickUp Consultant and I love to help service providers, agencies and consulting teams to organise and manage their business with the best tools. Click here to learn more about my journey and mission.