These are completely customizable ClickUp Templates designed for service based businesses ready to get back their time and 3x their clients.
Welcome to the ClickUp Shop
check out our template collections
For VAs + OBMs
For Coaches
For Social Media Managers
The thought of setting up and implementing business systems takes SO.MUCH.BRAINPOWER.
But you can't afford not to scour, systemize and scale your biz...
What could you create, transform or accomplish if you removed yourself from the daily tedious tasks and made-from-scratch projects in your business and had 10+ hours returned to you each week?
Use our done-for-you templates to systematically scale your business so you can generate more revenue and more TIME, which means you’re growing your business rather than managing it.
the low down on this page
That's Where clickup templates come in
*Important Note!* You may notice that we don’t have previews for our templates…
We hope you understand, we’re not able to share the exact content of them as we’ve worked very hard on them, and that would give away the entire template set-up. When you click “Shop Now” we have the names & benefits of every template along with who they’re for. Shoot us an email at support@theelevateeffect.com if you have any questions!
Enjoy!
here's how it works
checkout
You've got mail
plug n' play
Purchase your template(s) of choice!
Check Your Email for Your Template + Video Tutorial
Plug n' play your templates into your ClickUp account + Customize!
join the fb group
Join The Elevate Effect Facebook Group for continued support with ClickUp, your Templates and any biz systems questions!
Swipe our entire process for sourcing & finding your ideal VA + OBM clients with pitch email templates and a pitching tracker!
Client Lead Tracker
Can't keep track of all your client details? Swipe our internal client management process, client tasks lists, and even a master passwords database!
Client Management
new
Have a team? Swipe our management tasks, onboarding + offboarding, agendas, services + product catalog and more!
Team Management
for virtual assistants + online biz managers
Have a team? Swipe our management task , onboarding + offboarding, agendas, services + product catalog and more!
Company + Team Management
Do you have all those repeating tasks in your biz? Social media creation, inbox management, website maintenance? Keep track of them all with these templates!
Recurring Task Management
new
Keep your coaching clients organized in our 1:1 coaching pipeline and group coaching roster, with all of the tasks to stay on top of it!
Client Management
for coaches
Swipe our entire process for sourcing & finding your ideal clients with pitch email templates and a pitching tracker!
Client Lead tracker
new
Need help keeping track of content creation AND social media management tasks. Swipe our template to keep your eyes on it all.
Client Content Calendars + Mgmt
Can't keep track of all your client details? Swipe our internal client management process, client tasks lists, and everything to stay on top of your client's needs!
Client Management
new
for social media managers
Swipe our entire process for managing social media processes internal + client facing!
Social Media Manager Bundle
Too many coaching clients to stay on top of? Swipe our entire coaching template set up!
Coaches Bundle
Can't keep track of all your client details? Swipe our internal client management process, client tasks lists, and everything to stay on top of your client's needs!
VA + OBM Bundle
Want to bundle?
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Have a team? Swipe our management tasks, agendas, services + product catalog, team onboarding + offboarding, and meet the team board!
[6] templates included:
- Team Management
- Meet The Team Board
- Services + Products Board
- Meeting Agenda
- Team Member Onboarding
- Team Member Offboarding
details
$97
VA + OBM Team Management
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Can't keep track of all your client details? Swipe our internal client management process, client tasks lists, and even a master passwords database!
[4] templates included:
- Client Pipeline
- Internal Client Management
- Client Task List
- Master URL Sheet
details
$97
VA + OBM Client Management
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Swipe our entire process for sourcing & finding your ideal VA + OBM clients with pitch email templates and a pitching tracker!
[1] BIG template included:
- Client Lead Tracker Board
[2] Swipe Email Pitches:
- First Pitch Email Swipe Copy
- Follow Up Email Swipe Copy
[1] Pitching Calendar
details
$97
VA + OBM CLIENT LEAD Tracker
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Keep your coaching clients organized in our 1:1 coaching pipeline and group coaching roster, with all of the tasks to stay on top of it! You'll never forget to send a birthday gift - or check if an invoice was paid [!] ever again!
[3] templates included:
- 1-1 Coaching Client Pipeline
- Group Coaching Roster
- Internal Client Management
details
$97
coaches client management
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Do you have all those repeating tasks in your biz that are near impossible to stay on top of? You know, social media creation, social media scheduling, inbox management, website maintenance, cleaning up your digital file storage? Keep track of them all using our streamlined templates!
[7] templates included:
- Instagram Management
- Facebook Page AND Group Management
- General Social Media Management
- Metrics Management
- Inbox Management
- Website + Backup Management
details
$97
coaches recurring task management
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Have a team? Swipe our management task , onboarding + offboarding, agendas, services + product catalog and more!
[6] templates included:
- Team Management
- Meet The Team Board
- Services + Products Board
- Meeting Agenda
- Team Member Onboarding
- Team Member Offboarding
details
$97
Coaches company + Team Management
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Can't keep track of all your client details? Swipe our internal client management process, client tasks lists, and everything to stay on top of your client's needs! You'll never forget to send a birthday gift - or check if an invoice was paid [!] ever again.
[2] templates included:
- Social Media Management Client Pipeline
- Internal Client Management
details
$97
social media manager client management
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Need help keeping track of content creation AND social media management tasks. We'll provide you with a streamlined + efficient process to plan, draft, and schedule your client's posts! Swipe our template to keep your eyes on it all.
[6] templates included:
- Client Content Calendar
- Client Content Curation
- Client Task List
- Blog Management Board
- Blog Brainstorming Board
- Master URL Spreasheet
details
$97
Social Media Manager Content Calendar + Mgmt
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Swipe our entire process for sourcing & finding your ideal clients with pitch email templates AND a pitching tracker!
[1] BIG template included:
- Client Lead Tracker Board
[2] Swipe Email Pitches:
- First Pitch Email Swipe Copy
- Follow Up Email Swipe Copy
[1] Pitching Calendar
details
$97
Social Media Manager Client Lead Tracker
BONUS: A special gift just for you for purchasing your ClickUp Template!
Your guide to success in Clickup! The ClickUp Blueprint
Join the Facebook Group for additional support + share your template customizations!
Walk-through tutorial of how to set up + customize your template for your needs!
additional features
*refund policy: due to the digital nature of this content, no refunds will be issued. For full terms & conditions please visit: https://theelevateeffect.com/terms
Swipe our entire folder filled with MRR Trackers for your course, students, and products.
[1] MRR Tracker for your products
- Track your monthly revenue per product
[1] MRR Tracker for your course and students
-Track your monthly revenue per student or program purchase
-Ideal for tracking revenue for your payment plans!
[1] Detailed tutorial video explaining how to set up your MRR Trackers
details
$97
Monthly Recurring Revenue Trackers
Most people see chaos and run. Courtney runs toward it and then automates the hell out of it like the Online Business Master she is–all while sipping on a vanilla cold brew.
After years of staring at gray cubicle walls and asking herself “when will my life begin?” Courtney took matters into her own hands. She said goodbye to corporate America and launched her own systems education company for coaches ––The Elevate Effect.
She turned her side hustle into a full-time job, and now the only boss she answers to is the one in the mirror. She knows what it feels like to want more, be more and live more. Which is why today, she shares her skills and her secrets in order to help other business owners level TF up.
ONLINE BUSINESS SYSTEMS EDUCATOR FOR COACHES
You found your systems savant!
you can stop looking...
Meet courtney!
This team is seriously beyond amazing. White glove experience, start to finish!!! You should teach a masterclass to agency owners on curating an A+ customer experience!
-Jen Casey
"White glove experience, start to finish!!"
Before EE my systems and processes were all over the place, and I couldn't keep track of clients or how long I was spending on project work.Now I have clear processes, a client journey that exceeds my client's expectations and for the first time in my business, I feel organized and in control."
-Laura Coddington
"Working with EE has allowed my business to start scaling & to provide a better experience for my clients. "
...And still feel like I'm getting /more/ done than I was before! My clients and team have often commented on loving their onboarding process, and have even raved about it on social media (before we even started working together). Now THAT'S good.
"Working with Team EE helped set up the business systems that allowed me to go from 10 hour work days to 5 hour work days.
What's the difference between ClickUp + Asana?
Is there a limit of templates I can use?
I'm Not Very tech Savvy. Will I be able to Use These?
What if I'm just Getting Started in My Business? Will These Work For Me?
What if I have questions after I set them up?
How do I use them?
Why don’t you have templates for Asana?
Do I need the paid version of ClickUp to use these?
Nope! All of our customizable templates can be used on the FREE version of ClickUp! However, if you do choose to upgrade don't forget to use our code ElevateEffect for a discount! 30% off our Unlimited Plan and 15% off our Business Plan
Answer:
While Asana is a good project management tool, ultimately, after working with other businesses and clients over the past 3 years ClickUp has been proven to be the better tool! It's more feature heavy, more customizable for your biz, AND it's a more cost effective and streamlined solution!
Answer:
Simple! Once you've purchased your template you will receive an email with access to your template, a walkthrough video tutorial on import, use and customize them! These are plug n' play templates that take about 30 seconds to paste into your own ClickUp account!
Answer:
No problem! We have a Facebook Group designed to support our template purchasers as well as support online entrepreneurs with any tech system questions! Pop over to our Facebook Group Here
Answer:
Absolutely! The key to successfully scaling and growing and online business is setting up strategic systems to support that growth! 9/10 entrepreneurs come to us and say "I'm drowning! I'm too busy to even get myself out of the weeds!" This happens because we didn't lay a strong foundation to grow successfully! These templates are perfect for all stages of your business to set you up for future success and growth!
Answer:
100%! We've created our templates and video trainings with our 'less tech-savvy' friends in mind with an easy step by step training to follow! If you ever have questions after you've purchased you can ask in the Facebook Group or email us at support@theelevateeffect.com
Answer:
Absolutely no limit on the amount of templates you can use! The more templates the have, the more systemization you can implement!
answer:
Asana is a project management tool that is based off of lists and boards with the hierarchy being tasks + subtasks. ClickUp on the other hand is a feature-heavy with MAJOR customization, more cost effective project management tool. You can create lists, boards, calendars, embed views, and so much more! The key to being successful in Clickup is to start from a template!
answer:
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