Web Dev Agency: Shopify Themes
$899.99
- 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
Designed for web development agencies, this client fulfilment template helps you efficiently build and manage Shopify websites. It gives your team a single, structured workspace to handle everything from onboarding and theme development to meetings, migrations, and ongoing support. Clients get clear visibility into their site’s progress, while your team maintains a high-level overview across all projects, so nothing falls through the cracks.
Benefits of a Web Dev Agency: Shopify Themes Template
Optimized Client Folder Templates
Every new client begins with a fully built [Client Name] folder, complete with structured stages for onboarding, Shopify theme design, development, and launch. Each folder includes pre-configured fields, views, and automations, alongside familiar, repeatable workflows your team can follow every time. Instead of rebuilding tasks and lists for every Shopify project, simply duplicate a folder and get straight to work.
Advanced Client Portals for Improved Collaboration
Pre-configured client portals give your clients clear visibility into task progress, priorities, and time tracking across their workflows. A dedicated and intuitive “Client Review” section allows clients to provide structured feedback on key design and development milestones, increasing transparency, improving communication, and strengthening collaboration.
"All Clients" Folder for Centralized Overview Insights
The “All Clients” folder delivers a centralized, high-level overview across multiple client workflows using advanced automations that pull tasks from individual client folders. This setup consolidates key lists, including “All Meetings” and “All Support Tickets”, creating a single source of truth and providing quick access to vital information for efficient client management.
Who’s It For?
Ideal for web development agencies specializing in Shopify sites that want a scalable, efficient system to boost visibility and streamline project management. With multiple pre-built theme workflows, and flexible customisation options, this template is designed to support all Shopify-focused web dev agencies.
What's included?
This template includes an optimized “[Client Name]” folder featuring comprehensive workflows for onboarding, design, development, meetings, and support. You’ll also get an “All Clients” folder using advanced automations that aggregate data from every client folder, providing a centralized view of your agency’s projects, progress, and workload.
Ease of Use & Setup
Setting up new clients is quick and straightforward. Simply duplicate the “[Client Name]” folder for each new project, make minor automation adjustments, and archive or remove any unnecessary lists. Once configured, your team can immediately work from structured service lists tailored to web development workflows, supported by a preconfigured dashboard that clearly presents all client-related insights.
Customization Options
The template includes three dedicated Shopify theme workflow lists to support different types of website builds, all fully customisable to suit your agency’s processes. Add, modify, or remove lists as needed, and any updates made to the “[Client Name]” folder can easily be applied to future projects. The client portal is also adaptable, allowing you to tailor the experience to your clients’ needs.
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 updates to keep your workspace aligned with the latest ClickUp workspace solutions and best practices.
Technical Elements
1
Space
2
Folders
0
Sub-Folders
12
Lists
120
Views
2
Forms
50
Custom Fields
49
Automations
3
Dashboards
3
Docs
FEATURED REVIEWS
Tom, Lento Agency
(Argentina)
Kyle, Ekko Group
(Dubai)
Mieke, The Ola Agency
(CPT)
Reviews
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