THE TEMPLATE SHOP
THE
TEMPLATE SHOP
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
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
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
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.