How to Use ClickUp for Account Planning

ClickUp gives revenue, sales, and customer success teams a flexible way to build a repeatable account planning process that keeps every activity, relationship, and insight in one place. This step-by-step guide shows you how to turn the platform into a single source of truth for strategic accounts using templates, custom fields, and dashboards.

The instructions below are based on best practices from the ClickUp account planning templates guide, adapted into a clear how-to workflow.

Why Build an Account Plan in ClickUp

A structured account plan makes it easier to grow revenue from existing customers, keep stakeholders aligned, and avoid surprises in renewal cycles. Using ClickUp as your system for account planning helps you:

• Store all account data in one workspace instead of scattered spreadsheets
• Standardize how reps research, qualify, and grow accounts
• Connect tasks, documents, and goals directly to account records
• Track risks, renewal dates, and expansion opportunities in real time

Before you start, clarify who owns each account, what success looks like, and which data fields you must capture for forecasting and handoffs.

Set Up a ClickUp Space for Account Planning

Begin by creating a dedicated structure so every account follows the same workflow and data model.

Create a Revenue or Accounts Space in ClickUp

1. Create a new Space named something like Accounts, Revenue, or Customer Success.
2. Choose the docs, tasks, and views you want enabled by default.
3. Add team members from sales, customer success, and leadership so everyone can access shared account plans.

This Space will eventually contain all strategic accounts, related tasks, and documentation.

Design the Folder and List Structure

Within your ClickUp Space, group accounts in a way that matches your go-to-market model. Common approaches include:

• By segment: Enterprise, Mid-Market, SMB
• By region: North America, EMEA, APAC
• By industry: SaaS, Manufacturing, Healthcare

Create a Folder for each segment or region, then add a List called Account Plans inside each Folder. Each task in that List will represent a single account.

Use ClickUp Templates for Account Plans

Templates help you standardize the information collected for every customer so new reps can ramp quickly and leaders can compare accounts at a glance.

Create a Task Template for Account Records

1. In a List where you manage accounts, create a new task named something like Account Plan Template.
2. Add sections to the task description for key topics, such as:
   • Account overview and history
   • Business objectives and initiatives
   • Organization chart and key stakeholders
   • Current solutions and competitors
   • Risks, blockers, and renewal details
   • Expansion opportunities and next steps
3. Turn this task into a reusable template using the built-in ClickUp task template feature.

Now your team can spin up a complete account workspace with a few clicks, ensuring consistent data capture.

Set Up Custom Fields in ClickUp

Custom Fields add structured data to each account so you can filter, sort, and report across your portfolio. Useful fields include:

• Account tier (e.g., A/B/C or Strategic/Mid/Long Tail)
• ARR or MRR value
• Renewal date
• Primary owner and supporting team members
• Industry and region
• Health score or risk rating

Apply these Custom Fields at the List or Folder level so every account task in ClickUp inherits the same fields automatically.

Build ClickUp Views for Account Planning

Different views in ClickUp help you analyze accounts from several angles, from big-picture portfolio health to detailed action plans.

Table View for Portfolio Management

Use a Table view to manage your full book of business like a spreadsheet, but with live task data.

1. Add a Table view to your List or Folder.
2. Show key Custom Fields such as ARR, Tier, Renewal Date, and Health.
3. Sort and filter to find at-risk renewals or top expansion opportunities.

This gives leaders an at-a-glance view of revenue concentration, pipeline potential, and coverage across the team.

Board View for ClickUp Account Workflows

Create a Board view grouped by status or lifecycle stage to visualize where each account sits in the customer journey.

• Define statuses like Onboarding, Adopting, Expanding, and Renewing.
• Drag and drop account tasks between columns as stages change.
• Use swimlanes or filters by owner or region to understand workload.

This helps customer success and sales stay aligned on what needs attention next.

Dashboard Reporting in ClickUp

Dashboards roll up account performance into visual reports for executives and managers.

1. Create a Dashboard for account planning and growth.
2. Add widgets such as:
   • Bar charts for ARR by segment or region
   • Pie charts showing accounts by health score
   • Task lists for upcoming renewals
   • Line charts for expansion pipeline over time
3. Filter widgets to show only strategic accounts or specific teams.

With a properly designed Dashboard in ClickUp, you can track progress against revenue goals in real time.

Document Strategy with ClickUp Docs

Account plans are more than data points; they include narratives, analyses, and collaborative notes. Docs in ClickUp are ideal for this.

Create Reusable Account Planning Docs

1. Open a new Doc in your Accounts Space.
2. Add structured sections such as:
   • Executive summary
   • Customer business model and KPIs
   • Discovery insights and use cases
   • Multi-year roadmap and adoption plan
   • Mutual success plan with milestones
3. Save the Doc as a template so reps can attach it to each account task.

Link each Doc directly to its corresponding account task in ClickUp so teammates can move seamlessly between strategy and execution.

Turn Account Plans into Action in ClickUp

Account planning only creates value when it leads to concrete actions and measurable outcomes. Use the task and automation features to keep plans moving.

Create Linked Tasks for Key Initiatives

For each account, break the plan into actionable tasks inside ClickUp, such as:

• Discovery or executive briefing meetings
• Proof-of-concept or pilot projects
• Training and enablement milestones
• Expansion opportunity follow-ups

Link these tasks to the parent account task or Doc to keep everything related and easy to find.

Use Automations to Reduce Manual Work

Automations in ClickUp help you stay ahead of key dates and status changes. For example, you can:

• Automatically change account status when a renewal task is completed
• Create reminder tasks a set number of days before a renewal date
• Notify owners when health scores drop below a threshold

Thoughtful automation makes your account planning process more proactive and less reactive.

Collaborate Across Teams with ClickUp

Effective account planning requires input from sales, marketing, product, and customer success. The collaboration tools built into ClickUp bring these teams together around a single plan.

• Use comments and @mentions in tasks and Docs to gather input.
• Assign comments to capture small follow-ups without new tasks.
• Share views and Dashboards with leadership for transparent reporting.

By centralizing account information and conversation, you reduce misalignment and keep everyone focused on the same customer goals.

Improve Your Process with Expert Help

As your organization grows, you may want to refine how your account plans connect to forecasting, territory design, or revenue operations. Specialized consultancies like Consultevo can help you design a scalable system around your ClickUp workspace and broader tech stack.

Start by standardizing your account structure, then layer in templates, Docs, views, and Dashboards. Over time, you can iterate on your ClickUp account planning setup to match your evolving customer strategy and revenue goals.

Need Help With ClickUp?

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

Get Help

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