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📋 Template

Agency Master

🏢 Complete agency management system built in ClickUp. Includes ready-to-use templates and processes for client management, project workflow and business automation. Everything you need to run a successful agency.

beginner
40+ Customers
$99.00
Buy Now
Agency Master Box
What You'll Get
  • Complete 3-pillar system: Acquisition, Operations, and Recruiting
  • Automated workflows from deal to project delivery
  • Battle-tested with 20+ service providers and agencies
  • Sprint-based project delivery for consistent client results
  • Full client lifecycle management from prospect to delivery
  • Built-in recruiting pipeline for growing your team

The complete agency operating system built for service providers.

Built from working with 20+ service providers, Agency Master is a complete framework for managing your agency operations in ClickUp. From client acquisition to project delivery and hiring, everything you need is included.

The Three Pillars

1. Acquisition (Sales)

  • Contacts management - Store prospects and clients with custom fields
  • Deals pipeline - Track opportunities from prospect to closed won
  • Automatic onboarding - Closed deals automatically create onboarding tasks

2. Operations (Delivery)

  • Client onboarding workflow - Customizable checklist for every new client
  • Service templates - Pre-built roadmaps for each service you offer
  • Sprint-based delivery - Organize work in 1-2 week sprints
  • Progress tracking - Visual project completion status

3. Recruiting (HR)

  • Open positions tracker - Manage all job openings in one place
  • Applicant pipeline - Track candidates through your hiring process
  • Custom scoring - Rate candidates with your own criteria

What Makes It Powerful

  • Automated workflows - Deals automatically trigger onboarding, onboarding completion triggers project setup
  • Fully customizable - Adapt every template, field, and workflow to your agency
  • Battle-tested - Refined through real implementations with 20+ agencies
  • Complete system - No need for multiple tools, everything runs in ClickUp

Perfect For

  • Marketing agencies
  • Design studios
  • Consulting firms
  • Development shops
  • Any service-based business managing multiple clients

Get started with Agency Master and optimize your entire agency workflow in ClickUp.