Professional Services

Deliver exceptional services with ClickUp's Professional Services templates. Coordinate client projects, track billable hours, and maintain high service standards seamlessly.

This template allows easier timeline monitoring of activities for each project phase, ensuring all tasks and details are completed and documented.

Advanced Implementation Plan

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This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

Agency Management

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Utilize a discovery call script as a road map to help them qualify leads over the phone. Use this agency/client discovery doc template to improve your call flow!

Agency/Client Discovery Doc

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A change management plan lays out methods and strategies for effecting change.

Change Management Plan Document

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The first phase in a change management process is submitting a change proposal. This document describes the nature and scope of a change and asks for approval to proceed with implementation. To help guide you with creating this document, ClickUp offers this template to you!

Change Proposal

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Change is an ongoing process that requires active management and supervision. How can you tell if your change management strategy is positioned for success? Use this checklist form to help you plan your approach to change management.

Change management Checklist

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You've just discovered a remarkable assortment of finance prompts (150+) that will boost your financial knowledge and inspire your monetary acumen like never before.

ChatGPT Prompts for Finance

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Tracking time is very important for companies who implement time-based salary for its employees. Use this Consultant Time Tracker template to help your organization keep track of the time worked by your consultants and the salary associated with the work.

Consultant Time Tracking

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