Professional Services
Advanced Implementation Plan
This template allows easier timeline monitoring of activities for each project phase, ensuring all tasks and details are completed and documented.
Agency Management
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/Client Discovery Doc
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!
Change Management Plan Document
A change management plan lays out methods and strategies for effecting change.
Change Proposal
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 management Checklist
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.
Consultant Time Tracking
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.
Consulting Agreement
A consultant offers expert assistance, counsel, or information in return for money, a consulting agreement is employed. To ensure that the consultant's best interests are protected, and to document agreement, use this ClickUp Doc template.
Consulting Project Plan
This project plan template is designed to help you organize, track and predict your business’s growth by making sure you meet all of its goals. This easy-to-use templates include a Gantt chart to set deadlines and calculate estimates, making it easier than ever to manage your workload.
Consulting Report
A document detailing a consultant's knowledge and recommendations on a particular topic is known as a Consulting Report. Use this template to come up with your best analysis and recommendations.
Consulting Services
This template can help Consulting or Professional Services teams confidently collaborate with and keep clients happy, consistently deliver quality client work, and efficiently collaborate with internal teams and partners - all in one place. It includes workflows to assist with presale scoping, client engagements, and managing an entire portfolio of client projects.
Customer Onboarding
Start your newest customers off on the right foot and keep customer service a positive experience, even after the sale. Our customizable onboarding template will help streamline the process and ensure a postive customer experience.
Customer Problem Statement
There can be a number of reasons why your product or service could fail so it is imperative to take time to consider your current customer's situation and condition. This Customer Problem Statement is a critical component of your project's statement of purpose. This will help you focus, keep the team on track, and confirm that the team delivered an appropriate solution that addresses the needs of your target customer.
Discovery Phase
A project development process's initial step toward success is the discovery phase. The Discovery phase is where the initial project plans are laid out to ensure that the project has a strong foundation. At the end of this phase, a detailed proposal paper is delivered. Through this ClickUp Discovery Phase Document template, project managers can develop a discovery document or project proposal document effectively and efficiently.
Implementation Management
Welcome new clients into your business with ease! Targeted for all service providers, this template uses the ClickUp best practices to organize each implementation so the team support and the client has proper care. Take a look at the example and iterate based on your services offering requirements!
Implementation Plan for Simple, Complex, and Enterprise Teams
Implementation plans outline the service's strategic goals and steps, specify the schedule for completion, and describe the resources (such as team members) required for a successful accomplishment of service for Professional Service Consultants.
Implementation Playbook
Playbooks are made to serve as a guide in accomplishing a specific project, in the case of this template for software implementation. This ClickUp document template provides a structure on how implementation playbooks should be written.
Invoice
Invoices are are sent from a seller to a buyer (client) to collect payment for products and services purchased by the buyer. This template includes billing information, a breakdown of products or services purchased across multiple projects and change orders, and terms.
Learning Management System Implementation
Learning Management System or LMS template helps you efficiently plan and smoothly close out the systems you have in mind!
Managing Multiple Engagements
The Managing Multiple Engagement Form Template offers a system for monitoring and improving the effectiveness of the overall business engagement and its constituent supplier-client relationships.
Post Go-Live Support Plan
Post Go-Live Support Plan template offers post-implementation leading practices and activities to support customers after going live.
Process Mapping
Process Mapping helps design and standardize your business process with the right information and tools. Aside from this, the visual tool can smoothen communication between team members and even departments while ensuring responsibility boundaries.
Professional Services Implementation Training Agenda
Train your clients using this professional services implementation training agenda!
Professional Services Project Update
Effectively updating clients with relevant information, this professional services project update contains a description of how the deliverables themselves are progressing.
Project Management Services Contract
Landed a new client? Use this project management contract template to enter into an agreement smoothly!
Quick Start: Client Services
Quick Start templates are designed to help you get up and running with ClickUp faster. This one features client account management, scoping requests, a project portfolio to track progress, an example project for reference, and a team wiki to foster knowledge sharing. Simplify your workflow and deliver exceptional client experiences!
Scope of Work
A scope of work document is an agreement on the work to be performed on a project. It includes goals, deliverables, timeline, milestones, and more. This is not a contract but an important document to ensure all parties involved understand what is expected to complete the project.
Service Blueprint
Service blueprints are helpful tools for comprehending, planning, and identifying methods to enhance the customer experience. Learn more about them and start developing your own with ClickUp's Service Blueprint Template.
Service Blueprint
Service blueprints are helpful tools for comprehending, planning, and identifying methods to enhance the customer experience. Learn more about them and start developing your own with ClickUp's Service Blueprint Template.
Services Agreement
Need a blanket agreement to start your services with your clients? Use this simple services agreement template!
Services Discovery Document
This Discovery Document template will help you understand and present a new client or business project, layout plan, and estimate financial needs. What are you waiting for? Convert prospects into clients.
Services Proposal
You can introduce your company's services and solutions to prospective customers via a service proposal. It serves as a sales pitch, proving that you are aware of and skilled at resolving the issues faced by your potential customers.
Services Timesheet
Using this Timesheet template will allow team members to track their work hours on a weekly basis. The numbers tracked can be used cost tracking and payment collection purposes.
Simple Process Map Task
Process Mapping is a productivity activity that shows the flow of activities per stage. It is categorized into goals, activities, and action items. Use this ClickUp template to emphasize the important activities per stage level of the process.
Statement of Work
Ensure that the parties involved (client and service provider) are aligned with important details for the project completion which includes but not limited to: pricing, timeline, deliverables, expectations etc. A great template to use to provide an agreement between the client and the service provider.
Work Package Services
A work package comprises connected tasks that make up a project. They are frequently regarded as projects within projects since they appear to be projects themselves.
