Get Clients Quick Toolkit

The Perfect Add-On to Amplify Your Clients on Command Systems

Turn the Get Clients Quick Bundle into a fully functional client-getting machine with these 2 CRM systems built for operators who want speed, clarity, and zero lead chaos.

The Get Clients Quick Toolkit Bundle includes both CRMs designed to support each of the client-getting systems inside your Clients on Command + LinkedIn™ editions. Instead of manually tracking conversations, guessing where leads are in your pipeline, or losing momentum… you plug these CRMs in and watch everything become easier, clearer, and way more actionable.

These tools help you implement both systems faster, follow up more consistently, and convert more conversations into clients without the mental load.

Perfect for operators who want to move from “I learned the system” to “I’m actually DOING the system.”

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WHY YOU’LL LOVE IT…

✅ The perfect companion to the Get Clients Quick Bundle
No more scrambling to set up your backend, these CRMs match the training step-for-step.

✅ Everything in one place
Track every lead, every conversation, every follow-up, and every opportunity across both client-getting systems.

✅ Faster implementation, easier follow-up
Stop wondering what to say, when to follow up, or who you forgot. It’s all laid out for you.

✅ More consistency, more conversions
A clean, visual CRM = better follow-through = more clients.

✅ Built specifically for operators
Simple, strategic workflows that fit the way YOU think, no clutter, no fluff, no “extra” steps.

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WHAT YOU’LL RECEIVE…

💻 Your Lead Follow-Up Framework CRM (ClickUp Template)

• Six pre-built follow-up phases
• Automated lead tracking
• Pitch scripts
• Video walkthrough
• Written setup guide

💻 Your LinkedIn™ Lead Follow-Up Framework CRM (ClickUp Template)

• Full LinkedIn™ lead dashboard
• Swipe messaging templates
• Keyword + community tracker
• Audio + transcript
• Video walkthrough

🎯 Together, they create a streamlined 360° client-getting system
Perfect for business owners managing leads across email, DMs, outreach, and LinkedIn™ or operators supporting multiple clients.

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FAQ

Do I need both systems?
If you purchased the Get Clients Quick Bundle, YES. These CRMs help you implement both trainings faster and more efficiently.

Do I need ClickUp?
Yes & No, both templates are built for ClickUp and work on the free plan, but in the event you want to use them in another project management platform, they can be imported into the platform of your choice. 

 

This is a digital product. Nothing physical will ship. Templates are not resellable. Terms of Service apply.