“The amount of money you’ll make is determined by your expertise and daily operations”
Level up your online service-based business in an aligned way. Use the power of these easy to use business templates to enhance your client experience. From onboarding to your custom referral system. Building money-generating and long-lasting client relationships.
Business automation templates
Attract new clients and sales before your first coffee of the day.
Have your service-based business sign and onboard new clients daily ⎯ creating a next-level client experience.
Let me give you all the tools
When someone just purchased a 1:1 service from you, you’re excited. You want to build a connection and get started quickly without spending hours onboarding them. By building an automated client onboarding experience, you can onboard clients within seconds. Without needing to be working on your laptop or phone 24/7.
After implementing this super easy and powerful system, you’re able to…
Wake up to new Stripe notifications & onboarded 1:1 clients before you have your morning coffee or tea
Have your client onboarding, offboarding, and referral system set up within minutes with this easy-to-use ClickUp + Zapier system — add in your information and be done!
Build meaningful and money-making relationships with your clients. Creating recurring revenue without needing to do lead generation.
Easily break through the 100k+ ceiling because your clients LOVE working with you so much that they don’t want to leave.
Client experience bundle
An easy-to-use ClickUp client experience bundle with 3 automated operational systems that you build into your online service-based business to build meaningful and money-generating relationships with your clients.
You’ll get access to…
NEW — exclusive content on how to level up your client support + make more money while automating your business
My ClickUp client onboarding template with in-depth video training + Zapier automation workflow
My ClickUp client offboarding system with video manual + Zapier automation workflow
My ClickUp client referral template with in-depth video manual + Zapier automation workflow
Price: €111 excl. VAT


Buy the ClickUp business templates
These templates can be bought via the client bundle or individually. The software that is used for these systems is ClickUp. The free version. Plus, you’ll be giving the tools to automate these processes in Zapier.

Client onboarding automation system
An automated ClickUp client onboarding system you can easily implement in your online service-based business to build meaningful and successful client relationships. This system takes care of the entire client onboarding within a few clicks.
€47 excl. VAT

Client offboarding automation system
An automated ClickUp client offboarding system that you can easily implement in your online service-based business to strengthen meaningful and successful client relationships. This system takes care of the entire client offboarding for you.
€47 excl. VAT

Client referral automation system
An automated ClickUp client referral system you can implement in your online service-based business to maintain + strengthen your already built client relationships. Giving them tools and information to promote your business + compensation.
€47 excl. VAT
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