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.
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
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 SEO 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
SNAG THE TEMPLATE
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.
SNAG THE TEMPLATE
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.
