Web Dev 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
Designed for web development agencies, this client delivery template helps you manage multiple client services efficiently while giving clients clear visibility into their project progress – all within one centralized workspace. Easily duplicate client folders when onboarding new clients, track milestones, and use pre-built client portal dashboards to deliver clear updates, while a central “All Clients” folder keeps meeting notes and account details organized across projects.
Benefits of a Web Dev Agency: Client Delivery Template
Optimized Client Folder Templates
Pre-built client folders with custom fields, views, and automations streamline the entire client journey – from onboarding to design, development, meetings, and support. This optimized client folder speeds up onboarding and gives your team a consistent, easy-to-follow workflow for managing every client.
Advanced & Collaborative Client Portals
Pre-configured client portals give your clients clear visibility into task progress, priorities, and time tracking across their workflows. An intuitive “Client Review” section allows clients to provide feedback on key elements of the design and development processes, boosting transparency and collaboration.
"All Clients" Folder for Overview Insights
The “All Clients” folder provides a centralized overview across multiple workflows by using sophisticated automations to pull tasks from individual client folders. This setup consolidates key lists, such as “All Meetings” and “All Support Tickets”, offering a single source of truth and easy access to vital information for efficient client management.
Who’s It For?
Perfect for web development agencies seeking a scalable, efficient system to boost visibility and streamline project management. With customizable design and development workflows suited to all types of website builds, it’s ideal for agencies of any size or specialty.
What's included?
This template features an optimized “[Client Name]” folder with comprehensive workflows covering onboarding, design, development, meetings, and support. It also includes an “All Clients” folder that uses advanced automations to aggregate data from all client folders, providing a centralized view of your organization’s work.
Ease of Use & Setup
Setting up new clients is simple. Duplicate the “[Client Name]” folder for each new project, make minor adjustments to automations, and archive or delete any irrelevant lists. Once configured, the template is easy to use, with service lists tailored to web development workflows and a preconfigured dashboard that clearly presents all client-relevant information.
Customization Options
Three distinct design and development lists support various types of website builds and are fully customizable to fit your agency’s workflows. Add, modify, or remove lists as needed, and any changes made to the “[Client Name]” folder will carry over to future clients. The client portal is also adjustable 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 features and best practices.
Technical Elements
1
Space
2
Folders
0
Sub-Folders
13
Lists
0
Views
1
Forms
43
Custom Fields
53
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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