How to Get Commercial Clients with ClickUp

Winning steady commercial clients can transform your business, and ClickUp helps you organize every step in one place, from lead capture to ongoing account management.

Below is a practical, step-by-step guide based strictly on the strategies from the original how-to resource on getting commercial clients, adapted so you can run the whole process inside a structured workspace.

Step 1: Define Your Ideal Commercial Client in ClickUp

Before you chase new work, you need a clear picture of your perfect client. This keeps your outreach focused and efficient.

Set Up a Client Profile List in ClickUp

Create a dedicated list to store and refine your ideal-client criteria.

1. Create a new folder called Client Strategy.

2. Inside it, create a list named Ideal Commercial Client.

3. Add custom fields such as:

   • Industry

   • Company size

   • Annual revenue range

   • Location or service area

   • Budget range

   • Primary decision maker

Use one task per client type (for example, Property Management Firms, Retail Chains, Office Parks) and fill in the custom fields to clarify who you truly want to work with.

Document Pain Points and Needs

Within each client-type task, document:

• Main operational pain points

• Typical buying triggers

• Key results they care about (cost savings, speed, reliability, compliance, etc.)

This information will shape your offers and proposals later in the process.

Step 2: Build a Client Acquisition Pipeline in ClickUp

Next, convert your strategy into a simple, repeatable pipeline that tracks commercial leads from first contact to signed contract.

Create a Sales Pipeline Board in ClickUp

1. Create a new list called Commercial Sales Pipeline.

2. Switch the view to Board for a visual pipeline.

3. Add statuses that match your sales process, such as:

   • Prospect Identified

   • Initial Contact

   • Discovery Call

   • Site Visit / Assessment

   • Proposal Sent

   • Negotiation

   • Won

   • Lost

Create a task for every potential commercial client and move tasks across columns as they progress. Attach emails, PDFs, and notes directly to each task so the full history is always visible.

Use Custom Fields to Qualify Leads

Help your team focus on the best opportunities with structured data.

• Add a Lead Source custom field (referral, cold outreach, inbound inquiry, networking event).

• Add a Deal Value custom field for the estimated contract amount.

• Add a Fit Score custom field (1–5) based on how closely the lead matches your ideal-client profile.

Sort or filter by these fields to prioritize your outreach workload.

Step 3: Map and Document Your Outreach Strategy in ClickUp

Commercial clients rarely sign after a single conversation. You need a planned sequence of touchpoints.

Create Outreach Templates with ClickUp Docs

Standardize your messaging using reusable templates.

• Draft email templates for:

  • Initial outreach

  • Follow-ups after no response

  • Post-meeting recap

  • Proposal delivery

• Build call scripts outlining key questions about needs, timelines, and budget.

• Store these inside a Sales Playbook Doc linked to your pipeline list.

Set Tasks and Reminders for Follow-Ups in ClickUp

Consistent, respectful follow-up is one of the biggest drivers of closed deals.

1. For each lead task, set due dates for follow-ups after every interaction.

2. Use subtasks to break out steps like Send follow-up email, Schedule site visit, or Prepare proposal.

3. Assign each subtask to the team member responsible so accountability is clear.

This structure ensures no commercial opportunity slips through the cracks.

Step 4: Capture and Showcase Results with ClickUp

Commercial buyers want proof. Capturing your past results and organizing them effectively can dramatically improve conversion rates.

Build a Case Study Library in ClickUp

Create a list called Case Studies and add one task per project you are proud to share.

• Use custom fields for industry, project size, duration, and location.

• In the task description, include:

  • Client background

  • Problem or goal

  • Your solution

  • Measurable results (savings, uptime, quality improvements, etc.)

• Attach before-and-after photos, reports, and testimonials.

Link relevant case study tasks directly from your proposal or opportunity tasks so your sales team always has the most relevant examples ready.

Use Dashboards in ClickUp to Track Performance

Setting up simple dashboards can show you what is working across all your outreach efforts.

• Create widgets for:

  • Number of new leads per month

  • Conversion rate from proposal to win

  • Revenue won by lead source

  • Average deal size

• Filter the dashboard to your commercial pipeline list.

Use these insights to refine your targeting and focus on the most profitable segments.

Step 5: Streamline Proposals and Negotiations in ClickUp

The proposal and negotiation phases often involve many details and revisions. Centralizing the process saves time and prevents errors.

Manage Proposals as Tasks in ClickUp

1. For each qualified opportunity, create a dedicated Proposal subtask or linked task.

2. Attach your proposal document and any pricing spreadsheets.

3. Use comments for internal discussion about pricing, scope, and terms.

4. Track client questions and requested changes as checklist items to ensure nothing is missed.

When the proposal is accepted, move the main lead task to Won and trigger your onboarding workflow.

Use ClickUp for Contract and Onboarding Checklists

Once a client signs, a smooth onboarding experience builds trust from day one.

• Create a standard onboarding checklist template covering:

  • Contract countersignature

  • Insurance and compliance documents

  • Site access details

  • Kickoff meeting

  • Initial schedule

• Convert this into a task template you can apply to every new commercial client.

This keeps your team aligned and ensures every new account starts consistently and professionally.

Step 6: Keep Commercial Clients Long-Term Using ClickUp

Winning a client is just the beginning. Long-term retention and upsells are where commercial accounts become truly profitable.

Schedule Regular Check-Ins and Reviews

Use recurring tasks to schedule periodic account reviews.

• Create recurring tasks for quarterly or biannual performance reviews with each account.

• Store meeting agendas and notes in Docs linked to each client task.

• Track action items from each review as subtasks with owners and deadlines.

Consistent communication positions you as a strategic partner, not just a vendor.

Track Upsell and Expansion Opportunities with ClickUp

Over time, satisfied commercial clients may need additional services or larger contracts.

• Within each client task, create a subtask list titled Expansion Opportunities.

• Log ideas such as new locations, extended hours, or higher service levels.

• Assign and prioritize these to build a proactive pipeline within existing accounts.

Using Expert Help and Resources Alongside ClickUp

While your workspace keeps everything organized, you may want external guidance on refining your client acquisition strategy.

You can work with specialized consultants, such as those at Consultevo, to optimize your marketing and sales processes while still managing day-to-day execution in your workspace.

For deeper background on the tactics behind this guide, refer to the original article on how to get commercial clients published by ClickUp at this resource. Use those insights together with your workspace setup to build a repeatable system for attracting, closing, and retaining profitable commercial accounts.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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