This template can help PS teams confidently collaborate with and keep clients happy, consistently deliver quality client work, and efficiently collaborate with internal teams and partners - all in one place. It includes workflows to assist with presale scoping, client engagements, and managing an entire portfolio of client projects.
![](https://clickup.com/images/templates/662603a0-300.png)
![](https://clickup.com/images/templates/120de227-300.png)
![](https://clickup.com/images/templates/fa918d7e-300.png)
![](https://clickup.com/images/templates/2e8c444e-300.png)
![](https://clickup.com/images/templates/b70de8d9-300.png)
![](https://clickup.com/images/templates/5a5ff202-300.png)
![](https://clickup.com/images/templates/eef5d74-300.png)
Professional Services
Add template to your ClickUp accountTemplate Includes
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- +1
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OPEN, CLOSED, IN PROGRESS, IN REVIEW
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- +2
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OPEN, CLOSED, CANCELLED, IN PROGRESS, ON HOLD
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- +4
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CLOSED, OPEN, ON HOLD, IN PROGRESS, MORE INFO NEEDED, PARTNER DELIVERY, CANCELLED
- Spent
- Link to Opportunity
- ACV
- CSM
- PMO Item Type
- Sales Rep
- Schedule
- Budget
- Segment
- Budget
- Project Health
- Service Offering
- Stage
- Scope
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Time tracking
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Priorities
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Time estimates
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Milestones
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Custom fields
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Remap dependencies
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Dependency warning
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Multiple assignees
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Emails clickapp
- Board
- Process
- My Work
- Welcome!
- Playbook
- Workload
- Box
- Project Portfolio
- List