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.

EXPLORE THE TEMPLATES

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

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

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

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

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.