How to Run Client Presentations in ClickUp

ClickUp can be your single workspace for planning, building, and delivering client presentations that look polished and stay perfectly organized. This how-to guide walks you through a complete workflow to turn project details into clear, engaging presentations that clients understand and trust.

Why Use ClickUp for Client Presentations

Instead of juggling slides, notes, and email threads, you can centralize everything in one place. Using ClickUp for client presentations helps you:

• Capture requirements and discovery notes
• Translate ideas into structured plans
• Show timelines, progress, and ownership
• Keep meeting agendas and follow-ups in the same workspace

The original guide at ClickUp's client presentation blog describes best practices. The steps below turn those ideas into a practical, repeatable process you can use with every client.

Step 1: Set Up a Client Space in ClickUp

Start by creating a dedicated Space or Folder for each client engagement inside ClickUp. This keeps all work, documents, and presentations together.

1. Create a new Space or Folder with the client's name.

2. Add Lists for each key phase, for example:

   • Discovery & Research
   • Strategy & Planning
   • Execution
   • Reporting & Optimization

3. Define custom fields to highlight data you may present later, such as:

   • Priority
   • Impact score
   • Status
   • Owner

By designing this structure early in ClickUp, it becomes easy to pull relevant information into your client presentation without rebuilding it each time.

Step 2: Capture Discovery Notes in ClickUp Docs

Discovery calls and kickoff meetings often shape the entire project. Use ClickUp Docs to keep these notes organized and presentation-ready.

1. Create a Doc inside your client Space for each key meeting, such as Client Kickoff or Stakeholder Interview.

2. Add clear sections, for example:

   • Client goals
   • Target audience
   • Current challenges
   • Success metrics
   • Timeline expectations

3. Tag tasks directly from the Doc so action items are not lost.

4. Mention teammates with comments to clarify details before building your presentation.

Because Docs live next to your tasks in ClickUp, you can quickly convert notes into plans, then surface the most important points during your client meeting.

Step 3: Turn Requirements into a Structured Plan in ClickUp

Once you understand what the client needs, translate those insights into a structured execution plan using ClickUp tasks and views.

1. In the appropriate List, create tasks for each deliverable or milestone.

2. Use subtasks or checklists to break work into smaller steps.

3. Assign owners, due dates, and priorities so responsibilities are clear.

4. Use custom fields to track estimates, budgets, or campaign types, depending on your industry.

This structure is the backbone of your client presentation. You will show clients this plan in a clear, visual way using ClickUp views.

Step 4: Build Presentation-Ready Views in ClickUp

Views in ClickUp allow you to reshape the same tasks into different visual formats that clients can easily understand.

Use a List View in ClickUp for Overview

List view is perfect for presenting an organized summary of work.

• Group tasks by status or phase.
• Hide internal-only fields before a client meeting.
• Show columns like owner, due date, and priority.

When you share this view on-screen, clients see a clean overview of everything planned and in progress.

Use a Board View in ClickUp for Workflow

Board view (Kanban style) works well for visual learners who want to understand flow.

• Create columns for stages such as Backlog, In Progress, Review, and Complete.
• Move cards during your presentation to demonstrate how work will progress.
• Filter by the client's team or department when relevant.

This makes your process feel tangible and easy to follow.

Use a Timeline or Gantt View in ClickUp for Schedule

Timelines help clients understand scope and timing at a glance.

• Switch to Timeline or Gantt view for date-driven projects.
• Highlight dependencies that show why certain tasks must happen in order.
• Zoom in on the next few weeks, then zoom out for the full roadmap.

By switching views during your client presentation, you demonstrate transparency and control over both work and deadlines inside ClickUp.

Step 5: Create a Reusable ClickUp Client Presentation Template

To streamline future meetings, turn your best structure into a template in ClickUp.

1. Create a dedicated List or Doc named Client Presentation Template.

2. Add sections like:

   • Agenda
   • Project goals
   • Scope & deliverables
   • Timeline
   • Risks & assumptions
   • Next steps

3. Save this as a List template so each new client gets the same clear framework.

4. Include sample tasks and views that you can quickly customize.

This approach saves time and ensures every presentation built in ClickUp feels consistent and professional.

Step 6: Prepare Your Client Meeting Inside ClickUp

Before meeting with your client, use ClickUp to finalize the agenda and materials.

1. Create a task for the meeting itself with:

   • Date and time
   • Attendees
   • Location or video link

2. Attach Docs, prototypes, or files you plan to show.

3. Add a checklist of talking points so you do not miss any topics.

4. Use comments to gather internal feedback and refine your message.

On the day of the presentation, simply open the meeting task and navigate through your prepared views and Docs in ClickUp.

Step 7: Present Live from ClickUp

You can run your client presentation directly from the ClickUp interface, switching between Docs, tasks, and views as you speak.

• Start with a brief overview Doc summarizing goals and agenda.
• Move into List or Board view to show scope and responsibilities.
• Switch to Timeline or Gantt view for schedule discussions.
• Use task details to answer specific questions on the spot.

Presenting this way proves that your slides and your day-to-day work are fully aligned inside ClickUp.

Step 8: Capture Feedback and Next Steps in ClickUp

After the client presentation, capture decisions and action items while the details are fresh.

1. Add comments to relevant tasks reflecting client feedback.

2. Create new tasks for follow-ups, change requests, or new ideas.

3. Update statuses and due dates based on what was agreed.

4. Share a recap Doc summarizing:

   • Key decisions
   • Updated timeline
   • Responsibilities
   • Next meeting date

Because everything is captured in ClickUp, your team and your client can reference the same source of truth at any time.

Step 9: Improve Your ClickUp Process Over Time

As you run more client presentations, refine your system for even better results.

• Review which views clients respond to most.
• Adjust your templates to remove friction or confusion.
• Standardize naming conventions for Lists, tasks, and Docs.
• Introduce automations to handle recurring steps.

If you need extra guidance building a scalable client workflow in ClickUp, consider working with a specialist such as Consultevo, who can help you design a repeatable, client-friendly workspace.

Putting It All Together with ClickUp

Using ClickUp for client presentations means your planning, execution, and communication all live in one structured workspace. By setting up dedicated Spaces, using Docs for discovery, building clear task hierarchies, and presenting directly from tailored views, you can run meetings that are visual, transparent, and convincing—without rebuilding your story for every client.

Follow these steps for your next engagement and refine the process as you go. Over time, ClickUp becomes not just a project management platform, but the foundation for every confident, high-impact client presentation you deliver.

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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