Run your business from one hub in ClickUp

A ready-to-use Space that organizes Sales, Client Delivery, Marketing, Operations, CEO, and Team into one weekly rhythm. Import in minutes and start working from focused views that actually guide your day.

Why this helps

Tired of chasing tasks across Google Docs, voice notes, and DMs? This hub centralizes your work into six folders with shared fields and clean statuses, so you see only what matters this week and move work forward without rebuilding anything.

What’s inside

• Full ClickUp Space with 6 folders: CRM & Sales, Client Delivery, Marketing & Content, Operations, CEO Corner, Team
• Clean statuses used everywhere: To Do → In Progress → Review → Done
• Pinned views you’ll use daily: CEO Week, Delivery Board, Pipeline Board, Content Calendar, Money In & Out, Renewal Radar, Team “My Week”
• Task templates for sales, delivery, content, ops, CEO, and team
• Doc templates: Start Here, Weekly Review, SOP Template, Decision Log, KPI Notes, Automation Map
• Optional handoffs (off by default): Leads → Deals → Onboarding, Ideas → Content, Hired → Onboarding
• Quickstart PDF and a short Loom for install and overview
• Support: 7 days for install and usage questions

How it works

1. Purchase and get instant access to the template link, Quickstart, and Loom
2. Import to ClickUp (about 2–10 minutes)
3. Open CEO Week and Delivery Board and start working
4. Toggle the optional automations when you’re ready

Who it’s for

For: coaches, consultants, solopreneurs, and small teams (1–10)

Not for: complex engineering teams or heavy BI/reporting setups

Requirements

ClickUp Unlimited or Business recommended. No need to invite me to your workspace.

Guarantee & license

7-day “not a fit” guarantee (DIY only, if you haven’t imported).

Single-business license. Internal use only. No redistribution or resale.

FAQ

Will it work on Free?

Not recommended. The fields, views, and optional automations target Unlimited/Business.

Can I customize it?

Yes. Rename folders, tweak fields, add or hide views. It’s yours to adapt.

Are automations required?

No. They’re included and off by default. Turn on what you need later.

Do I get a call?

Calls are not included with this DIY version. You get 7-day email support.