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Not only am I saving time from having organised systems in place, but I have so much extra headspace not having to worry about missing things.

Laura Coddington

Founder + Creative Lead, Ocean Digital Studio

  • Total payment
  • 1xClient Management Bundle$297

All prices in USD

What's included:

Client & Lead Management ClickUp folder

Client Intake Forms ClickUp folder

Client Feedback/Testimonial ClickUp folder

A walkthrough video for how to create a Client Management Dashboard in ClickUp

Client Tasks ClickUp folder

Swipe copy & Canva assets

Services Guide Canva Template

Client Proposal Canva Template

Client Welcome Pack Canva Template

Client Offboarding Pack Canva Template

Client Intake Form Airtable base

Client Feedback/Testimonial Airtable base

2 intake forms & 3 testimonial request form examples

Client Onboarding Standard Operating Procedure Template

Client Offboarding Standard Operating Procedure Template

Swipe copy for onboarding and offboarding email templates

Client Onboarding (Dubsado to ClickUp) Zap 

Dubsado Canva Asset Graphics