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Ready to get rid of the never ending notebooks and sticky notes? Ready to take your business organization to the next level in less than 30 minutes? Then you need my….

ClickUp Templates

Templates designed with you in mind

Ready to take your business to the next level? Ready to wow your clients? Ready to get your time back? Templates designed with you in mind to get your ClickUp running in under 30 minutes.

These templates are going to not only save you time but also wow your clients with your organization and ease of use. The templates are fully loaded for you to plug’n’play. A few short clicks and you are on your way to a life of sanity. 

I have teamed up with experts in their respective field to bring you templates that are customized to your industry, allowing you work smarter, not harder.  

Including: Pinterest, Social Media, OBM/VA, Podcast, Bookkeeping, Copywriting, Website/Branding Design, and Product Photography

Go From This…

✖️Things falling through the cracks

✖️Sticky notes all over your desk

✖️Working out of your head

To This…

✔️Not missing due dates

✔️Everything organized in one area

✔️More productive with your time

Running your business without a proper project management system is like skydiving without a parachute...

That is why I decided to bring you these templates. 

So you can stop skydiving without a parachute and up-level the heck out of your business. 

Each purchase comes with three training videos, so you can be up and running in less than 30 minutes. 

All templates are FULL LOADED with everything you need to get back 3+ hours of your time, every single week! 

What are you going to do with those three hours?

Let's take a look inside them

Business Suite Template

This space comes with six folders, twenty-five lists, custom fields, post templates, and much more. This space is jam-packed with launching templates, strategy and planning templates, SOP folders, marketing templates, and much more! 

This space template is going to allow you to manage your entire business from one place, with ease! 

Bookkeeping Template

The bookkeeping template comes with one folder, five lists, customer fields to streamline your work, save time, increase organization, and have client communication and tasks in one click!

This folder template is going to allow you to organize and manage your client’s bookkeeping with weekly, monthly, quarterly, and annually tasks. 

Copywriting
Template

The copywriting template comes with one folder, five lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, and much more! 

This folder template is going to help manage copywriting for emails, blogs, and social media content. 

Course & Launching
Template

The Course Creation + Launch template comes with one folder, four lists, customer fields to streamline your work, save time, increase organization and have the best launch ever!

This folder template is going to help manage not only the creation of your course but also the launch!

CRM Build Out Template

The CRM build out template comes with one folder, one list, everything your need to streamline your work, save time, and increase organization to serve your clients with the best possible experience! 

This folder template is going to save you hours of time for each CRM project and allow you to make more money by offering more than one build every two-three weeks!

Facebook Ads Template

The Facebook Ads Management template comes with one folder, seven lists, customer fields to streamline your work, save time, increase organization and have client approval in one click!

This folder template is going to help with full management of Facebook Ads, including approval from clients on visuals, copy.  

Group & 1:1 Coaching
Template

The Group + 1:1 Coaching Template comes with two folders, seventeen lists, custom fields to streamline your work, save time, increase organization, and have client communication, task lists, and documents all in one spot!

This folder template is going to help manage all of your onboarding, group calls, guest speakers, offboarding, and the full management of your coaching program.

Intensive + VIP Day Template

The intensive and VIP day template comes with two folders, four lists, everything your need to streamline your work, save time, and increase organization to serve your clients with the best possible experience!

This folder template is going to help manage all of your Intensives and VIP Days. They include all of those small details that are often forgotten or missed. 

Pinterest Management Template

The Pinterest template comes with one folder, three lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, and a post template with a checklist and subtasks, and much more! 

This folder template is going to help with account setups, audits, pin tracking, and monthly pin content. 

Podcast Management Template

The podcast template comes with one folder, three lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, and a post template with a checklist, and much more! 

This folder template is going to help manage to launch new podcasts, store all podcast and client information, and regular podcast management with a guest pitching as well!

Product Photography Template

The product photography template comes with one folder, four lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, and a post template with a checklist, and much more! 

This folder template is going to help manage the prep, the shooting/recording, and the editing of your photos/videos. It also will store all of your client information and the original resource.

OBM/VA
Template

The OBM/VA template comes with one folder, seven lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, and much more! 

This folder template is going to help manage onboarding/offboarding your clients, storing your client information, all tasks, and communication with your client. 

Social Media Template

The social media template comes with one folder, six lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, and a post template with a checklist, and much more! 

This folder template is going to help manage all social media accounts, account audits, hashtags, metrics, and client information. 

Website & Branding Template

The website and branding template comes with two folders, five lists, customer fields to streamline your work, save time, increase organization and have client approval in one click, a chat area, and much more! 

This folder template is going to help you design websites and graphics with a client approval section, checklists, mockup section for your client to view before moving forward. Also, an area to store all relevant client information and business branding information.

Imagine having a system so smooth & simple, a 5-year old could do this for you...

If you don’t already know me, I’m Kaci.

As an OBM and ClickUp Master, my superpower is organization. 

I’ve helped dozens of overwhelmed entrepreneurs like you streamline their systems and processes — the boring stuff they dreaded — and get back to the parts of their business they love most.

Basically, I make your business 100% easier to manage. 

I organize. I automate. I simplify.

The result? You get to live in your Zone of Genius more often and make more money!

Ready to make ALL your day-to-day tasks easy AF?

Imagine having a system so smooth & simple, a 5-year old could do this for you...

If you don’t already know me, I’m Kaci.

As an OBM and ClickUp Master, my superpower is organization. 

I’ve helped dozens of overwhelmed entrepreneurs like you streamline their systems and processes — the boring stuff they dreaded — and get back to the parts of their business they love most.

Basically, I make your business 100% easier to manage. 

I organize. I automate. I simplify.

The result? You get to live in your Zone of Genius more often and make more money!

Ready to make ALL your day-to-day tasks easy AF?