Your Lead Follow-Up Framework

FOLLOW UP LIKE A PRO WITH THIS DONE-FOR-YOU CLICKUP CRM + AUTOMATED LEAD TRACKING SYSTEM FOR OPS PROS! 

Ready to stop letting potential clients slip through the cracks? This all-in-one CRM + follow-up system makes it easy to stay organized, stay consistent, and close the loop (and the sale).

Your Lead Follow-Up System is a plug-and-play ClickUp CRM built specifically for operations professionals who want a streamlined, strategic way to manage leads and follow up without the chaos. With six pre-built phases, helpful automations, and customizable scripts, this system helps you build relationships, track opportunities, and turn conversations into clients, without dropping the ball.

Includes: ClickUp CRM template, video walkthrough, written instructions for every phase, and a plug-and-play pitch script.

WHY YOU’LL LOVE IT...

✅ Keeps every lead organized and moving forward—no more wondering who you forgot to follow up with
✅ Gives you clear scripts and prompts, so you always know what to say next
✅ Automates the messy parts so you can focus on building relationships and closing deals, not chasing spreadsheets

WHAT YOU'LL RECEIVE...

💻 A fully built ClickUp CRM template with six follow-up phases pre-loaded
🎥 A video walkthrough showing how to set up, use, and customize the system
📋 Text instructions for every follow-up phase so you always know your next move
💬 A customizable pitch template to confidently reach out and convert leads

Do I need a paid ClickUp plan to use this?

No! This template works with the free ClickUp plan. Some optional automations may require an upgrade, but the core system runs seamlessly on the free version.

Is this product part of another offer?

No! This is a stand-alone digital product available exclusively inside The Shop for Ops.

Please note: This is a digital product. Nothing physical will ship. The product is not resellable. Terms of Service.