How to Transform Your Web Development Agency’s Client Management with ClickUp

Within each client folder, create Lists that reflect your agency’s workflows:

• Onboarding - create an onboarding list in your client folder to capture vital kick-off information and guide you through the tasks involved in your onboarding process. To achieve this, create a ‘Project Kick-off’ form as a view in your onboarding list to capture client information. Fit this form with relevant questions about your clients project goals, design preferences, target market, etc, to gain powerful insights prior to kick-off. In addition, populate your list with standard onboarding tasks to guide you through the different stages of onboarding. 

(tip: create an ‘Onboarding phase’ dropdown to distinguish between the different onboarding phases. Combine the dropdown with powerful automations to ensure that form responses automatically inherit the ‘Kick-off form’ label. Group tasks by ‘Onboarding phase’ in your default view to achieve great visibility on your different onboarding components)

• Meetings - Create a ‘Meetings’ list to track and manage all of the meetings relating to your client. Opt for a naming convention like ‘[Cadence] Meeting | Date’ for your meeting tasks. Custom fields can then be introduced to add additional context. Consider, for example, including ‘Cadence’, ‘Attendee’, ‘Conference room', and ‘Meeting notes’, allowing you to attach relevant data to each of your meetings. Depending on your preference, meeting artifacts; agenda items, action items, key decisions etc, can be included as subtasks or documented in a Doc which can then be linked to the corresponding meeting tasks. To take things further, look to include a calendar view to get clarity on meeting dates. 

• Design & Development - Create design and development lists that accurately reflect the way your agency likes to build sites. If you’re one of those web dev agencies that has their fingers in many pies – building sites for a range of different use cases – then consider creating unique design and development lists for each of your different site categories. In doing so, you give yourself the freedom to scope out the relevant stepwise tasks associated with each of your unique site types. For example, by creating ‘Design | E-commerce’ and ‘Development | E-commerce’ lists, you’re able to program in preconfigured tasks that scope out the process of building a standard E-commerce site. 

• Support tickets - Bugs, feature requests, and other queries often arise during the build process. For this reason, we suggest creating a ‘Support Ticket’ list. Fit this list with a ‘Support Tickets’ form, allowing clients to easily submit tickets. Create a ‘Ticket Category’ dropdown option for clients to select from a list of common issues associated with your site builds. 

• Maintenance - Add an additional list designed to handle your maintenance workflows. If your maintenance tasks follow a replicable pattern and cadence, consider adding preconfigured tasks with recurring due dates to streamline this process. 

This structure mirrors the full client journey, ensures nothing gets lost, and feeds into powerful client dashboards for visibility.

Beyond the usual workflow customizations, there's a final enhancement we recommend to truly elevate your client folders: One-to-one mappings. These are additional data points working in the background to distinguish between your various client workflows, which improves both visibility and reporting.

To implement this, first create a dropdown custom field on the main client folder, adding a dropdown option for each list within it. Then, apply automations to all of your client lists. Configure them so that when a task is ‘created’ or ‘moved’, it automatically receives the dropdown tag corresponding to the list it’s in.This ensures all tasks created in the ‘Support Tickets’ list receive the 'Support Tickets’ tag, allowing you to group by workflow at the folder level. This allows you to drill into each unique client workflow, enabling you to produce more relevant, informative, and accurate reports.

Clients need visibility, not endless email chains. Thankfully the answer is found in ClickUp’s most powerful feature – the dashboard. Since all project data is already consolidated at the client folder level, producing dynamic dashboard reports is remarkably straightforward.

These 'Client Portals,' built as folder-level dashboards, use ClickUp's cards to visualize information effectively. Pair them with your one-to-one mappings to show insightful metrics like time tracked or progress by workflow type. You can also embed a calendar view to produce a detailed content calendar, employ calculation cards to count the number of tasks in each status, and incorporate task list cards to show tasks due, or updated this week. 

To streamline client feedback, create a dedicated approvals list. By using filters to show only tasks with a “CLIENT REVIEW” status, you give clients a clear, focused view of what requires their attention. This centralizes all information and feedback in one place. Take it a step further by using an “Approval” custom field and automations to instantly update a task's status when the client selects “Approved” or “Changes Needed”, streamlining the feedback loop.

Creating Folders, Lists, and Workflows from scratch for every new client is extremely time-consuming - especially as your agency grows. As you onboard clients at a faster rate, an inefficient onboarding process becomes a hindrance to productivity, taking your focus away from the real work. 

Thankfully, ClickUp has extremely powerful template and duplication capabilities from the space level, all the way down to tasks and sub-tasks. 

So how do you achieve this? First, create a client folder template with lists to facilitate all possible client-centred workflows – all the workflows you can envision needing when managing your web development clients. It’s important to think across all current and possible future clients, scoping out the full range of flows we anticipate encountering. From there, optimize each of these through unique status options, custom fields, views, and automations. Then, include one-to-one mappings, programming in data-points in the backend for greater reporting and grouping capabilities. All that’s left is to add your sophisticated client dashboards that feed off of your client information to segment the data in insightful ways. 

From there, it’s as simple as saving your ‘[Client Name]’ folder as a template to be recalled whenever a new client is won. 

(Tip: consider leaving a [Client Name] template folder in your sidebar for easy duplication rather than pulling templates from the template centre)

To gain cross-client visibility, set up a “Client” relationship field and “Client” dropdown. Pair this with an Account Management list (basic CRM) where each client is stored as a task with key fields like Account Manager, Health, and Value. 

By attaching automations on our ‘[Client Name]’ folder, we can then ensure that all tasks and subtasks inherit a relationship to their corresponding client task. On the space level (and in our ‘All Client’ folder which we’ll dive into soon) we can group tasks by our ‘Client’ relationship – a beneficial feature for several reasons. Firstly, we can easily see what tasks relate to which client, gaining visibility on task load, impending due dates, and so on as they relate to each of our clients. Secondly, because these relationship groupings are dynamic, we get visibility on the status of our ‘Individual Client’ tasks by looking at the colour of the task type icon visible in the client groupings. Finally, these dynamic groupings allow you to go even further – click into each of your task groupings to be directed to the client task itself to access any important information on your client. 

Relationship fields have limited dashboard functionality; however, you can create an additional ‘Client’ Dropdown field with the same set of client options and include it in the same folder-level automations to attach the correct client label to all of your client tasks. This will enable you to formulate powerful dashboard reports on your client space. Compare time tracking, task completion, delinquencies, and so on, by client to extract vital information. 

The ‘Client’ dropdown and relationship fields help segment your entire task load, so you can compare performance and progress across clients. Creating an ‘All Clients’ folder enables you to collate data into single locations for some of your most vital client management workflows. 

You can think of the ‘All Clients’ folder as a data hub that serves to bring scattered client workflows into single lists for managerial oversight.

• ‘All Meetings’ - A consolidated log of every client meeting.

• ‘All Support Tickets’ - A single queue to manage requests across accounts.

• ‘Account Management’ - your mini-CRM. 

By creating powerful automations in your ‘[Client Name]’ folder, you can then ensure that tasks created in your ‘Meetings’ and ‘Support Tickets’ lists are added to the global ‘All Meetings’ and ‘All Support Tickets’ lists. As a result of your ‘[Client Name]’ folder back-end configuring, you know that these tasks will be fitted with their relevant labels and relationships. You can then group by ‘Client’ in these global lists if you want to maintain a client-centred view. Use these lists to schedule client meetings, track meeting outcomes across clients, and manage your entire support process. 

The additional ‘Account Management’ list can be included to serve as the library for your ‘Client’ relationship field while also functioning as a basic CRM. Add fields like ‘Account Manager’, ‘Account Value’, ‘Account Health’, ‘Point of Contact’ etc. to store vital client data directly in ClickUp.