ClickUp: All-in-One Client & Team Workspace Template

Elevate your social media management with this advanced, all-in-one ClickUp workspace template, designed to streamline client and team interactions for social media managers and agencies. Ideal for freelancers, agencies, and solo social media managers, this fully customizable ClickUp template provides a branded, organized, and automated experience that consolidates your client and team management into one seamless system.

What's Included:

• Client-Facing Workspace: Give clients a seamless, on-brand experience in a single workspace. Manage client onboarding, schedule upcoming content, gather feedback, set deadlines, automate reminders, and utilize a built-in content calendar to track post statuses from “Ready for Review” to “Scheduled”—all without relying on Slack or external platforms.

• Team-Facing Workspace: Organize and streamline your team’s workflow with a private workspace. Manage client-specific resources, set up recurring tasks (from reporting to scheduling), and keep everything accessible for your team members, ensuring nothing falls through the cracks.

• 3 Customizable Design Styles: Tailor the design to fit your brand and unique workflow.

• Customization Tutorial: Learn how to adapt the template to your needs with a step-by-step tutorial that includes pro tips from Shanté’s own agency experience.

This Template is Perfect for You If:

• You’re ready to simplify and consolidate multiple tools (Slack, Google Sheets, etc.) into a single ClickUp space.
• You want an organized, systematized way to keep track of deadlines, feedback, and content calendars with customizable automations.
• You value an elevated, branded client experience that reflects your professionalism and attention to detail.

Template Features:

• Platform Tags: Customize for Instagram, Facebook, LinkedIn, TikTok, Twitter, YouTube, and more.
• Post Status Tracking: Track content through stages like “Ready for Review,” “Under Revision,” “Approved,” and “Scheduled.”
• Post Assignees and Due Dates: Assign tasks, set deadlines, and manage accountability.
• Content Types: Organize content by type (Video, Carousel, Image, etc.).
• Goal-Oriented Tags: Define post goals like Awareness, Engagement, Authority, or CTA.
• Additional Tags: Add tags for account names, post locations, and action items, enhancing content clarity.

Why Choose This ClickUp Template?

Designed for advanced social media managers, this workspace template offers a cohesive, professional client experience and saves you time and stress. With an easy-to-follow customization guide, simply choose your favorite design style, set up, and enjoy a more efficient social media management experience.

Upgrade your workflow with a comprehensive, ClickUp-based solution that keeps both your clients and team organized in style.