ditch the sticky notes. love yoUr systems and pRocesses.
With our ClickUp templates, you can streamline your business in the afternoon.
your brain. but better.
These intuitive templates were created after seeing how 1000s of business owners actually work. This way, you can plug-and-play without needing to completely adjust your workflows.
And think how good it’ll feel when…
everything is organized in one place.
Chaos tornado. Take that.
yoU’re not missing deadlines.
Everything under control.
yoU’re extremely productive.
Like how the heck did all of that get done?
whY teMplates
Have you ever skydived without a parachute? No, because that would be wild (and painful). Same goes for your business. Equip yourself with systems that set you up for growth. This way, you can gently float into more clients and expanded capacity– instead of spiraling with overwhelm.
Each template is:
- Fully loaded with everything you need to streamline a workflow
- Built to save you 3+ hours of time per week
- Easy to set up in just a few hours
- Fully Customizable
- Able to grow with your business
Take back your time.
Hi, I’m Kaci!
Founder of Purposeful Systems
With organization and efficiency as my superpowers, I live for the moments when I can step into a small business and help them manage, plan, track, organize, streamline, and get time back.
From being a dental office manager to running a 6-figure online business in less than 2 years, I’ve helped 100s of businesses grow by revitalizing the back-end of their business to make it smooth. Some say my best skill is taking the jumbled mess in someone’s brain and turning it into a sustainable system.
I have over a decade of management experience specializing in systems and process creation and efficiency. This Type-A, Vetted ClickUp Consultant has managed multiple teams of 10+ people and lives + breathes organization.
The result? A more peaceful day-to-day and space to generate even more business. 10 hours of your time back per week. Now, that’s my love language. Well, it’s up there with back-to-back episodes of Friends.
meet the ClickUp templates
business suite template
Manage your entire business with marketing, SOPs, management, and more.
bookkeeping template
A folder template to manage your clients’ bookkeeping with weekly, monthly, and quarterly tasks.
copywriting template
Manage your copy projects and easily send them to your clients for approval.
course & launching template
Create your course and plan for your best launch. A 2-for-1 that takes out the last minute struggles.
crm software build template
Save hours on each CRM (Dubsado, Honeybook, etc) project you build for your clients and expand your client capacity.
facebook ads template
Ad management struggles? Not anymore. Streamline creative and changes for your clients’ ads accounts.
group & 1:1 coaching template
Fully manage onboarding, group calls, guest speakers, and offboarding for your coaching programs.
intensive & vip day template
All of those small details that make your day smooth. They’re in here.
pinterest management template
Manage your Pinterest marketing with setup info, audits, tracking, and monthly pin content. All in this workflow.
podcast management template
Launch your pod, manage episodes, store client information, and make pitching to guests easier with this template.
product photography template
Manage the prep, shoot day, recording, and editing to make sure you get all of the shots.
obm/va template
Communicate seamlessly with your clients from onboarding to tasks to project planning.
social media template
Manage all of your accounts, posts, hashtags, metics, and client info. Batching just got way easier.
website & branding template
Design your websites and graphics and get client approval in a flash. No more projects that linger for yeaarrss.
3+ hours a week.
how would you spend them?
Focus on bigger priorities that will move the needle in your business?
Generate more business because you have added capacity?
Have lunch with a friend, laptop-free?
who these templates are for
If you find yourself saying:
What notebook did I write that in?
AH, that deadline is THIS Friday.
*wakes up in a cold sweat* Did I do that thing?
I’m so overwhelmed, I could scream.
Then I created these with you in mind.
choose easy.
As an organization lover, my main goal is to make your life easy.
The reason these templates are helpful is not because they’re fancy.
In fact, it’s the opposite. Your kids could probably set them up for you.
Easy. Organized. Only what you need. Nothing you don’t.
meet the ClickUp templates
business suite template
Manage your entire business with marketing, SOPs, management, and more.
bookkeeping template
A folder template to manage your clients’ bookkeeping with weekly, monthly, and quarterly tasks.
copywriting template
Manage your copy projects and easily send them to your clients for approval.
course & launching template
Create your course and plan for your best launch. A 2-for-1 that takes out the last minute struggles.
crm software build template
Save hours on each CRM (Dubsado, Honeybook, etc) project you build for your clients and expand your client capacity.
facebook ads template
Ad management struggles? Not anymore. Streamline creative and changes for your clients’ ads accounts.
group & 1:1 coaching template
Fully manage onboarding, group calls, guest speakers, and offboarding for your coaching programs.
intensive & vip day template
All of those small details that make your day smooth. They’re in here.
pinterest management template
Manage your Pinterest marketing with setup info, audits, tracking, and monthly pin content. All in this workflow.
podcast management template
Launch your pod, manage episodes, store client information, and make pitching to guests easier with this template.
product photography template
Manage the prep, shoot day, recording, and editing to make sure you get all of the shots.
obm/va template
Communicate seamlessly with your clients from onboarding to tasks to project planning.
social media template
Manage all of your accounts, posts, hashtags, metics, and client info. Batching just got way easier.
website & branding template
Design your websites and graphics and get client approval in a flash. No more projects that linger for yeaarrss.
frequently asked questions
Does the business suite include all of the other templates?
It does not.
The business suite is an entire space inside ClickUp, with multiple folders for you to manage your business. The business suite is meant for you to organize and run your own business seamlessly.
How do I know what template I should get?
The templates are built for your industry and the service you provide your clients.
For example, if you are a social media manager, you’d purchase the social media management template; if you manage Pinterest for clients, you’d purchase the Pinterest management template, etc
Do you offer discounts if I want to purchase a multiple tempaltes?
Yes!
We offer discounts for purchases of seven or more templates.
Be sure to email us admin@purposefulsystems.com for us to help you with your bulk order.
Why can’t I see what is inside the template before purchasing?
We do not offer previews or see what is inside the templates because they can be copied (we learned that the hard way).
We assure you that these templates have everything you need to get started with ClickUp and organize your business and clients.
Do you offer refunds?
Due to the nature of this product, being digital and you get immediate access, no refunds are offered for any ClickUp Template.
If you are unhappy or need help with the templates, please email support@purposefulsystems.com for us to assist you.