Digital Marketing Agency Client Management
$1,299.99
- Save Hours with Ready-to-Use Templates
- Built with ClickUp Best Practices for Real-World Teams
- Step-by-Step Guides for Instant Success
- Includes One Complimentary 30-Minute Consultation
- ClickUp Business Plus or Enterprise Licence Required
Template Level
Template Description
This is a full-stack client management space for Digital Marketing Agencies. It is designed to efficiently manage all client services in one place, while giving clients full visibility into project progress. With optimized client folders, marketing agencies save time by easily duplicating setups for new clients. Client portal dashboards provide valuable insights, and the centralized “All Clients” folder consolidates meeting notes and account management information.
Benefits of a Digital Marketing Agency Client Management Template
Streamlined Client & Project Management
This template provides digital marketing agencies with a centralized, fully optimized workspace for managing client projects, timelines, and deliverables.
It eliminates scattered information and inefficiencies, helping teams effortlessly track every task, campaign, and milestone.
Built-in Automation for Maximum Efficiency
Say goodbye to manual work! This template includes pre-configured automations to handle recurring tasks, status updates, client onboarding, and reporting—saving your agency hours of admin work each week.
That means your team can focus on delivering results instead of getting tied up in ClickUp setup.
Scalable & Customizable to Fit Your Agency
Whether you’re a boutique agency or a fast-scaling firm, this template adapts as you grow.
It features an intuitive structure that works out of the box, yet remains fully customizable to suit your specific workflows, team structure, and service offerings.
Who’s It For?
This full-stack template is built for digital marketing agencies of all sizes. With dedicated service lists for everything from SEO and PPC to Social Media Marketing and Web Development, your agency’s needs are covered.
What's included?
Each digital marketing service list comes with custom fields, automations, and tailored workflows. A folder-level client portal offers insights across services, giving clients visibility into task progress, time tracking, and completion. A “Client Review” list makes it easy for clients to approve tasks, while an “All Clients” folder consolidates tasks for a basic CRM solution
Ease of Use & Setup
Set up new clients in minutes with this ready-to-use template for digital marketing agencies. Each client folder comes fully loaded with service lists tailored to your workflows. Dashboards pull all key info into one clear view. Simply tweak a few automations, archive what you don’t need, and you’re good to go.
Customization Options
Easily tailor each client folder to match their services – simply archive lists you don’t need. Workflows are just as flexible: update custom fields, tweak automations, and adjust processes in minutes to suit your agency’s way of working.
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 these integrations to streamline your workflows even further. For example, connect with Slack for team communication, or integrate 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 comes with a free 30-minute setup call to help you get started. Plus, you’ll receive updates to keep your workspace aligned with the latest ClickUp features and best practices.
Technical Elements
1
Space
2
Folders
0
Sub-Folders
13
Lists
110
Views
2
Forms
182
Custom Fields
109
Automations
3
Dashboards
2
Docs
FEATURED REVIEWS
Tom, Lento Agency
(Argentina)
Kyle, Ekko Group
(Dubai)
Mieke, The Ola Agency
(CPT)
Reviews
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