Description

✨ LIMITED TIME LAUNCH PRICING!! ✨

The Service Business HQ
Your All-in-One ClickUp System for Client & Operations Management created by a Verified ClickUp Expert & Ambassador!

Are you a coach, OBM, VA, freelancer, or service-based business owner juggling endless to-dos across a dozen platforms?

This complete ClickUp workspace template was built just for you — whether you’re growing your first client roster or managing a full-blown agency.

It’s the exact system I use inside my own business support agency — now available for you to plug in, customize, and scale with clarity.

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💼 What’s Included:
Business HQ Folder Template
– Internal Tasks, Lead Pipeline, Content Calendar, Client Roster, Team, Goals

Client Folder Template
– Centralized dashboard, client tasks, SOPs, template docs & more

Process Library Template
– 15+ pre-built task templates for recurring workflows

Company Wiki Doc
– Brand guide, tech stack documentation, SOP docs, team directory & so much more

ClickUp Training Guide
– Full walkthrough so you can use the system even if you’re brand new to ClickUp

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🧰 Features You’ll Love:
– Clean, intuitive layout with zero fluff — just strategy and functionality
– Done-for-you statuses, views, and folder hierarchy
– Pre-built custom fields (dropdowns, formulas, dates & more)
– Example tasks + content blocks to make customizing easier
– Written documentation + step-by-step install guide

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🧑‍💼 Built for:
– Coaches
– Online Business Managers (OBMs)
– Virtual Assistants (VAs)
– Creative & Tech Freelancers
– Service Providers who work with clients

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🎁 You’ll Receive:
– Download links to install three ClickUp folder templates (Business HQ, Client Folder, Process Library)
– A downloadable PDF setup guide with step-by-step instructions

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🔥 Why This Template Works:
Unlike most ClickUp templates that stop at lists or basic folders, this is a FULL-SERVICE business backend system.

You’re getting SOP templates, automation-ready task templates, a lead-to-client pipeline equipped with a Discovery Call form, and documentation that grows with you.

You’re not buying folders — you’re buying clarity, time, and scalability.

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📌 Please Note:
– These templates require the ClickUp Business Plan or higher. The templates will not work on the Free or Unlimited plans.
– This is a digital download — no physical product will be shipped
– These templates are for personal/business use only. Not for resale or redistribution. It is protected under copyright.
– Due to the digital nature of this product, all sales are final

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💬 Questions?
I’m happy to help! Message me here on Etsy!

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❓ FREQUENTLY ASKED QUESTIONS
Q: Will this work with the free ClickUp plan?
A: No — this template requires the ClickUp Business Plan or higher. If you’re on the Free or Unlimited plan, ClickUp will display an error and prevent import due to higher tiered features being utilized.

Q: Is this beginner-friendly?
A: 100%! The included training guide walks you through every part of the system + ClickUp basics. You don’t need to be a ClickUp pro to get set up.

Q: Can I use this for multiple clients?
A: Yes! The template is designed to scale with you. You’ll get a reusable client folder template that you can duplicate as many times as needed.

Q: Can I share this with my team?
A: Absolutely — your team can use the system inside your ClickUp workspace. But the template itself can’t be resold or redistributed outside your business.

Q: What if I need help setting it up?
A: The training guide has you covered, but if you get stuck, just shoot me a message!