Agile Scrum Web Dev: Client Delivery
$1,299.99
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- Built with ClickUp Best Practices for Real-World Teams
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- Includes One Complimentary 30-Minute Consultation
- ClickUp Business Plus or Enterprise Licence Required
Template Level
Template Description
This Agile Scrum Web Development Client Delivery template serves as a purpose-built workspace for web development agencies to efficiently manage multiple client projects within a single, centralized hub. Optimized client folders streamline workflows through quick duplication for new clients, while client portal dashboards provide real-time progress insights and a consolidated ‘All Clients’ folder keeps meetings and account details organized for smooth, transparent operations across your client base.
Benefits of an Agile Scrum Web Dev: Client Delivery Template
Seamless Agile Scrum Integration
This robust WDA Client Delivery system combines Agile Scrum methodology to create a unified template. Agile Scrum elements are embedded in both “All Clients” and individual client folders, making your workflow intuitive and easy to adopt. A dedicated “Sprints” folder lets you run a single sprint across all clients while keeping each client’s tasks organized.
Optimized Client Folder Templates
Each client folder is fully optimized with custom fields, views, and automations to manage every project phase – from onboarding and design to development, meetings, and ongoing support. This streamlined structure drastically reduces onboarding time for new clients and provides your team with consistent, efficient workflows.
Advanced & Collaborative Client Portals
Pre-configured client portals offer your clients real-time visibility into task progress, priorities, time tracking across their entire project. These powerful dashboards enhance the client experience, providing clear insights and an intuitive “Client Review” section, for streamlined collaboration.
What Does it Look Like?
Who’s It For?
Designed specifically for web development agencies, this template integrates Agile Scrum principles into your workflows. It includes tailored design and development lists to support various site builds, along with dedicated Agile Scrum features, for structured, flexible project management.
What's included?
The template includes an optimized “[Client Name]” folder for full client workflows – from onboarding and design to meetings and support. Agile Scrum is supported through “Backlog” and “Current Sprint” lists, a “Ceremonies” list for rituals, and a separate “Sprints” folder to manage large-scale sprints across multiple clients. The “All Clients” folder gathers key data via automations for a clear overview.
Ease of Use & Setup
New client setups are simple: Duplicate the “[Client Name]” folder and adjust minor automations. Some familiarity with Agile Scrum is needed to use the template effectively, but the template is straightforward to use once configured.
Customization Options
Design and development lists, client portals, Agile ceremonies, and backlog intake forms are fully customizable to fit your agency’s workflows. Changes made to the “[Client Name]” folder carry over to future clients, streamlining ongoing setup.
Compatibility & Integrations
ClickUp offers native integrations with over 80 tools – and with third-party platforms like Make.com and Zapier, that number rises to over 1000. Use this powerful ecosystem to streamline your workflows even further. For example, integrate with Slack for communication, or Google Calendar to simplify scheduling.
Support & Updates
At Upficient, we’re committed to customer satisfaction and ensuring our digital tools deliver real value. That’s why every template includes a free 30-minute setup call to help you get started. Plus, you’ll receive regular updates to keep your workspace aligned with the latest ClickUp features and best practices.
Technical Elements
1
Space
3
Folders
0
Sub-Folders
18
Lists
130
Views
3
Forms
54
Custom Fields
83
Automations
5
Dashboards
3
Docs
FEATURED REVIEWS
“Upficient’s approach was not only highly professional but also tailored to our specific needs, ensuring that every aspect of the project was aligned with our growth objectives. ”
“Upficient brought creative ideas to the table while demonstrating a reliable understanding of exactly what we needed built.”
“Upficient revolutionized our operations with ClickUp, streamlining workflow and enhancing productivity in our growing digital marketing agency. Highly recommended!”
“Upficient delivered a fully customized ClickUp setup that perfectly matched our workflow needs, with every detail executed flawlessly. Huge thanks to Chris for his expertise and responsiveness - deliverables were not only spot-on but also delivered right on schedule.”
“Upficient’s approach was not only highly professional but also tailored to our specific needs, ensuring that every aspect of the project was aligned with our growth objectives. "
“Upficient brought creative ideas to the table while demonstrating a reliable understanding of exactly what we needed built.”
“Upficient revolutionized our operations with ClickUp, streamlining workflow and enhancing productivity in our growing digital marketing agency. Highly recommended! "
Tom, Lento Agency
(Argentina)
Kyle, Ekko Group
(Dubai)
Mieke, The Ola Agency
(CPT)
Reviews
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