Templates for Visionary, Scaling Businesses
THE TEMPLATE SHOP
Ready to reclaim your time and run your business like the CEO you are?
These are the plug-and-play systems that help you get out of the weeds—so you can finally focus on the things that move the needle.
THE
TEMPLATE SHOP
Built for the entrepreneur who’s:
• Drowning in to-dos with zero systems to catch them
• Running on vibes instead of visibility
• Sick of Googling “how to organize your backend” at 2am
Inside The Template Shop, you’ll find the behind-the-scenes business tools that most 6-figure service providers already use (they just don’t tell you).
You bring the vision—we’ll give you the operational structure to support it.
NOT SURE THIS IS FOR YOU?
Skip it if you're still figuring out your offer (start with a Systems Diagnosis instead), want something fully custom-built around your exact workflow (that's Partnership territory), or think a template alone will fix things without you actually opening it.
EXPLORE THE TEMPLATES
NOT QUITE RIGHT OUT OF THE BOX?
If a template doesn't immediately click with your workflow, email me within 7 days and I'll hop on a quick call to help you customize it so it actually fits how you work — no extra charge.
lead tracker
Convert more leads without dropping the ball.
If you’ve ever said, “Wait—did I follow up with her?”
Or forgotten who referred who (and when)?
Or lost a warm lead to someone else’s DMs?
This tracker fixes that. Fast.
It’s a simple yet powerful lead management system built for service providers and digital business owners who want to stop winging it + start closing more deals—without needing a fancy CRM.
Inside, you’ll find:
A clear breakdown of cold, warm, and hot leads
Fields for referral source, payouts, follow-up status, call dates + more
A space to document who needs a nudge, who’s ready to close, and who’s gone quiet
Price: $47
Delivery: Instant download
GET THE LEAD
TRACKER
SALES KPI TRACKER
Know your numbers. Scale with clarity.
You can’t grow what you don’t track. And guessing ≠ strategy. This sales KPI tracker was designed for online business owners who want to measure what matters—without wasting hours in spreadsheets or messy dashboards. It’s ClickUp-optimized, clean + wildly useful whether you’re a solo service provider or managing multiple offers.
Inside, you’ll be able to track:
Sales by offer
Profit + revenue (not just top-line vanity metrics)
New income vs. repeat buyers
Patterns across months, launches, and seasons
…and more
No tech headaches. No fluff. Just real visibility into what’s working.
Price: $47
Delivery: Instant download
GET THE SALES
TRACKER
OFFBOARDING TEMPLATE
End relationships the right way—without the awkward scramble.
Whether you're wrapping up a client contract, saying goodbye to a team member, or closing out a retainer—offboarding shouldn't feel chaotic. And it definitely shouldn't leave loose ends that haunt you months later.
This Notion template is built for service providers and agency owners who want to close out working relationships with professionalism, clarity, and zero drama.
Inside, you'll be able to:
Document final deliverables + outstanding tasks
Collect testimonials and referrals while the relationship is still warm
Safely transfer files, logins, and access
Track final invoices and close out contracts cleanly
Create a graceful exit process that protects your reputation (and theirs)
No more scrambling to remember who has access to what. No more ghosting because you don't know what to say. Just a clean, respectful way to wrap things up—so both of you can move forward without the mess.
Price: $17
Delivery: Instant download
GRAB THE OFFBOARDING TEMPLATE
SOP Database & request template
If you've ever caught yourself explaining the same process for the third time this week, or watched a new hire flounder because everything lives in someone else's head—this is for you.
Between scattered Google Docs nobody can find, Notion pages that are three versions out of date, and the one person who knows how everything works (spoiler: that's probably you), it's way too easy for critical processes to stay undocumented until something breaks.
This ClickUp template gives you an actual system for documenting SOPs—so your team knows how to deliver without constantly hunting you down.
Inside, you'll be able to:
- Track every SOP request in one place (so nothing falls through the cracks)
- Organize SOPs by status: To Create, Active, Inactive
- Let your team submit SOP requests without Slacking you at 9pm
- Store video tutorials and linked docs for each process
- Set priorities so you document what actually matters first
- Create sustainable operations that don't depend on tribal knowledge
- No more team members interrupting you with "how do I...?" questions. No more inconsistent delivery because everyone does it differently. Just documented processes that let your business run without you being the walking encyclopedia.
What you get:
- Complete ClickUp template (form + database)
- Full implementation guide
- Custom fields for your specific business
- Team rollout instructions
SNAG THE SOP TEMPLATE
THE MARKETING BUNDLE
Plan smarter. Post better. Sell more.
3 high-performance ClickUp templates to help you organize, execute, and evaluate your entire marketing strategy—on social and in email. Built to help you stop guessing + start making data-backed content decisions that actually drive sales.
You’ll get:
✨ Instagram Content Planner
Create scroll-stopping content and track the metrics that matter
🎥 TikTok Planner
Map out your ideas and keep tabs on what converts, not just what trends
📧 Email Marketing Planner
Plan strategic email content, track open/click/purchase data, and turn readers into revenue
Each template comes with a built-in analytics tracker to help you spot patterns, improve content, and make more intentional marketing moves.
Price: $147
Delivery: Instant download
SNAG THE MARKETING BUNDLE
the subscription tracker template
If you've ever gotten a credit card statement and thought, "Wait, what the hell is that charge?"—this is for you.
Between software tools, memberships, streaming services, and all the "just $9/month" things that somehow add up to hundreds of dollars, it's way too easy to lose track of what you're actually paying for (and whether you're still using it).
This ClickUp template gives you total visibility into your recurring expenses—so you can actually decide what stays and what gets the axe.
Inside, you'll be able to:
- Track every subscription, membership, and recurring payment in one place
- See renewal dates so nothing auto-renews without your permission
- Monitor total monthly and annual spend across all subscriptions
- Flag subscriptions you're not using (so you can cancel guilt-free)
- Store login credentials and cancellation details for easy access
- Set up renewal reminders so you're never caught off guard
No more surprise charges. No more paying for tools you haven't opened in six months. Just clean, organized control over where your money's actually going.
Price: $27
Delivery: Instant download
Get the Subscription Tracker
cycle tracker template
Your energy isn't broken—it's cyclical. And trying to force the same productivity every single day? That's why you're exhausted.
This ClickUp template tracks your menstrual cycle phases (Follicular, Ovulatory, Luteal, Menstrual) so you can finally plan your business, workload, and life around your actual energy patterns—not some arbitrary calendar.
What's included:
- Monthly cycle tracking with customizable dates and symptoms
- Phase-specific guidance on what to focus on when
- Calendar view for visual planning
- Energy level tracking to spot your patterns
- Getting started guide with cycle syncing resources
Who this is for: Business owners and high-performers who are tired of wondering why some weeks feel effortless and others feel like pushing a boulder uphill. If you've ever thought "I used to be able to do this," this template shows you why—and how to work with your body instead of against it.
The result? You'll stop beating yourself up for having "low energy days" and start strategically planning high-stakes work during your high-energy phases. Because productivity isn't about pushing harder—it's about working smarter with your natural rhythms.
Get the Cycle
Tracker
Podcast Episode & Prep template
Podcast guesting and hosting should be visibility opportunities—not administrative nightmares. These templates eliminate the "where did I put that link?" panic and the "what's the status of episode 47?" confusion.
What's Included:
- Podcast Prep & Links Template:
- Centralized storage for Apple Podcasts and Spotify links
- Pre-written email templates (guest pitch, thank you, media delivery)
- Branding asset checklist (guidelines, cover art, intro, profile image)
- Everything you need to show up prepared and professional
- Episode tracking through every production phase (Ready for Next Phase, On Hold, Revisions, To Be Reviewed, Editing)
- Custom fields for episode numbers, titles, types, and assignments
- Clear status workflow so nothing falls through the cracks
- Multiple views to manage your content pipeline
The Podcast Prep template is for anyone getting booked on podcasts who's tired of hunting down links, forgetting to send thank you emails, or showing up unprepared because their branding assets are scattered across three drives.
The Episode template is for podcast hosts (or content creators managing multiple episodes) who need a production system that actually tracks where each episode is in the workflow—without relying on memory or random notes.
The Result:
You'll stop treating podcast opportunities like one-off chaos events and start treating them like the strategic visibility plays they actually are. With systems that handle the logistics automatically, you can focus on showing up with insights worth remembering.
Delivery: Instant Download
Price: $27
SNAG THE TEMPLATES
ceo power hour template
Your business shouldn’t need you reacting to whatever feels loudest every Monday morning. The CEO Power Hour gives you a simple weekly rhythm for stepping out of delivery mode, looking at the business as a whole, and deciding what actually deserves your attention.
What’s Included:
- A structured weekly CEO Power Hour agenda
- Guided prompts for reviewing what happened last week
- Space to identify priorities, bottlenecks, and decisions
- A check-in on key numbers, projects, clients, and team
- Clear next steps so priorities actually move forward
Who This Is For:
The CEO Power Hour is for business owners who are tired of spending every week buried in delivery, reacting to problems, and making decisions based on whatever happens to be in front of them.
It’s especially useful if your business is growing, you have multiple priorities competing for your attention, or you keep reaching Friday wondering what you actually accomplished for the business instead of inside it.
The Result:
You’ll stop starting every week in reaction mode and build a consistent habit of actually leading your business. One focused hour gives you the space to see what’s working, catch what needs attention before it becomes urgent, make decisions, and walk into the week knowing exactly where your focus belongs.
Delivery: Instant Download
Price: $19
SNAG THE TEMPLATE
the productivity database
Here's the truth about productivity systems:
You've read all the books. Tried all the planners. Downloaded all the apps.
And you're still staring at your calendar on Wednesday wondering where the fuck your week went. Why?
Because those systems were built for corporate robots—not actual humans with bodies, emotions, cycles, and lives that don't fit into perfect little boxes.
After 10+ years working with 100+ companies, I've seen the same pattern: Smart, capable people sabotaging their own systems because those systems are fighting their brains, not working with them.
This system is different.
It's built for people who rebel against rigid routines. For people whose energy fluctuates. For people who need flexibility, not perfection.
Inside, you'll be able to:
- See where your time actually goes (color-coded calendar system that shows patterns you're missing)
- Build habits that stick (one at a time, stacked onto what you already do)
- Figure out why you keep avoiding that task (rebellion diagnostic + how to fix it)
- Reclaim your mornings and evenings (10-minute routines that save hours of chaos)
- Stop scrambling for dinner (15-minute morning prep = 45 minutes back at night)
- Work with your energy, not against it (cycle-syncing + energy-based task assignment)
- Make boring shit fun (gamification toolkit that tricks your brain into doing the work)
No more aspirational bullshit you'll abandon by Thursday. Just systems that work for your actual life.
Price: $17
Delivery: Instant download
SNAG THE ULTIMATE DATABASE
Business issue tracker for clickup
Something breaks, you patch it, you move on. Six weeks later it breaks again — or quietly takes down a client relationship while you were looking the other way.
This ClickUp template gives you a place to actually log, investigate, and resolve operational issues in your business. Not just track tasks — track what's breaking and why, so you stop solving the same problems on repeat.
What's included:
- Ready-to-use ClickUp list with 5 statuses (Open → Investigating → In Progress → Resolved → Closed)
- 8 custom fields including Impact Level, Issue Type, Recurrence tracker, Resolution Notes, and Linked SOP
- 5 pre-built views including a Patterns Board that shows you what keeps coming back
- Pinned how-to doc with a step-by-step logging process and monthly review questions
Who this is for: Business owners at any stage who are tired of firefighting the same fires. Whether you're solo and need a way to capture what's breaking before it compounds, or you have a team and need a shared system for surfacing and resolving issues — this tracker works at every level and grows with you.
The result? A clear picture of what's actually fragile in your business, where your team needs more clarity, and which problems need a real process fix instead of another quick patch.
$17. Instant access.
Get the Issue Tracker
Most payment tracking systems are either too basic to be useful or so bloated you need a finance degree to run them. This template lives in ClickUp — where your actual work happens — so your revenue picture is always one click away.
What's inside:
Smart status tracking — PAID, UNPAID, UPCOMING, OVERDUE, PAYMENT PLAN, and CANCELLED so your data stays clean and nothing hides in a list.
Fields that actually tell you something — Invoice #, Payment Method, Offer/Service Type, Contract End Date, Renewal Date and a Notes field for context like payment plans or disputes.
Views that surface patterns — Revenue Summary (by month, client, and offer type), Overdue Dashboard (auto-filtered), and a Renewals Pipeline sorted by contract end date so nothing sneaks up on you.
Automations that do the work — auto-moves to OVERDUE when a due date passes unpaid and prompts you to log the Date Paid when you mark something as paid.
The real value isn't just knowing who paid. It's seeing the patterns — which clients pay late, which offers generate consistent revenue, where your cash flow dips — without having to dig for it.
You get: the fully built ClickUp template with all statuses, fields, views, and automations pre-configured, plus a step-by-step setup guide so you're live in under an hour.
One time payment. Yours to keep.
$17. Instant access.
Get the Payment Tracker
WHY THESE TEMPLATES ARE DIFFERENT
Boost Productivity—Fast:
Think of custom views, automations + calendars that actually talk to each other. These are business ops you’ll actually use.
Customizable & Simple:
Whether you’re a team of one or ten, you can tailor each template to fit your flow—and skip the tech headaches.
Backed by Real Ops Experience:
These aren't aesthetic templates made by someone who’s never run a business. They’re designed by Jillian Storie—a spiritual yet strategic online business manager with 20+ years of corporate and online experience.
If you're serious about running a smooth, scalable business—this is your cheat code.
MEET YOUR OBM
Hi, I’m Jillian Storie — the grounded, spiritual ops expert behind these templates.
After 20+ years in business administration, supply chain management, and operations—and 4+ years running my own online OBM business—I’ve learned exactly what it takes to make a business run well.
Not just from the outside, but from the inside:
The backend bottlenecks. The missed sales from poor tracking. The overwhelm that comes from juggling a dozen tools but still feeling disorganized.
Been there. Fixed that.
I’ve worked with dozens of service providers and digital brands to streamline their systems, manage their growth, and bring real structure to their vision. And now? I’ve packaged the most-requested templates into simple, powerful ClickUp builds that you can start using today.
Think of this as your operational reset.
You don’t need another planner or productivity hack—you need proven systems that do the heavy lifting for you.
connect with me on socials
connect with me on socials
The Intuitive OBM is Jillian Storie's systems and operations consulting practice for founders past six figures who've outgrown their systems, helping them fix operational chaos through custom systems, automations, and funnels. Virtual, working with clients anywhere.
