Level Up Your Agency: Kodah’s Top 10 ClickUp Templates Released to the Public
Kodah has been helping South African agencies and businesses for years. They save time, improve communication, and grow faster. Now, we’re sharing 10 of our most popular ClickUp templates for free. They’re ready to change how you work.
These templates are great for any agency. Whether you’re in Cape Town, Johannesburg, or work globally, they’ll make your workflows better. And they’ll impress your clients.
Why Templates Matter for Agencies
Agencies face many challenges. They juggle many client projects, keep track of deadlines, onboard new clients, and manage teams.
- Juggling multiple client projects
- Keeping track of deadlines and deliverables
- Onboarding new clients efficiently
- Managing remote or hybrid teams
ClickUp templates solve these problems. They offer ready-to-use structures for tasks, docs, and dashboards. This saves hours each week.
Kodah has perfected these templates over years of client work. Now, you can use them to improve your agency’s operations.
Kodah’s Top 10 ClickUp Templates
Here’s what’s in this game-changing release:
1. Client Onboarding Template
This template makes onboarding new clients easy. It includes welcome emails, asset collection, and approvals.
2. Social Media Campaign Planner
Great for marketing teams, this template has content calendars, approval workflows, and dashboards for tracking performance.
3. Website Development Template
This template is for managing web builds. It tracks milestones, has QA processes, and handles client feedback.
4. Sales Pipeline & CRM Template
Turn ClickUp into a mini CRM. It has a Kanban-style pipeline, deal stages, lead tracking, and reminders for follow-ups.
5. Creative Brief Template
This template captures client requirements. It has a consistent structure for your creative team.
6. Monthly Reporting Template
Share monthly progress reports with clients. This template includes metrics and visuals.
7. Marketing Campaign Tracker
Track campaigns from start to finish. It has timelines, tasks, and review cycles.
8. Meeting Notes & Action Items Template
Keep meetings productive. This template has a centralised notes system that links to tasks.
9. Project Retrospective Template
Review completed projects. Note lessons learned and plan improvements for next time.
10. Team Training Hub Template
This template is a knowledge base and onboarding system. It helps new hires get up to speed quickly.
How to Use These Templates
- Download & Import: Add your chosen templates to your ClickUp workspace.
- Customise for Your Agency: Tailor workflows, statuses, and fields to fit your clients and processes.
- Automate: Use ClickUp’s automation features to cut down on repetitive work.
- Train Your Team: Share these templates with your team for consistency across projects.
Why We’re Making These Public
At Kodah, we want to help businesses work smarter, not harder. We’re sharing these templates to help South African agencies compete worldwide. This way, they can focus on what they do best—giving value to clients.
These templates have been battle-tested in real scenarios. You can rely on them to get results.
The Bottom Line
ClickUp is already a top productivity tool. But with the right templates, it becomes a game-changer for agencies. Kodah’s Top 10 ClickUp Templates will:
- Save time and improve consistency
- Simplify communication between teams and clients
- Help you onboard, deliver, and report with confidence
Ready to take your agency to the next level?