How to Use ClickUp to Build High-Converting Sales Collateral

ClickUp can centralize every asset, brief, and workflow your sales and marketing teams need to create effective sales collateral that consistently wins deals.

This how-to guide walks you step by step through organizing your content, building repeatable workflows, and tracking performance so you always know which sales materials move prospects forward.

Why Use ClickUp for Sales Collateral Management

Before you build a workspace, it helps to understand why a unified platform matters for sales content.

Sales collateral spans multiple formats and teams. Without structure, assets get buried, go out of date, and become impossible to track. A flexible hub lets you:

• Store and organize every content type in one place
• Standardize approval workflows across teams
• Track which materials support each stage of the sales funnel
• Measure how collateral influences revenue and pipeline

Using a single platform for briefs, drafts, approvals, and performance data gives sales and marketing a shared source of truth.

Step 1: Plan Your Sales Collateral in ClickUp

Start by designing an information structure that mirrors your sales process and content needs.

Create a Workspace for ClickUp Sales Collateral

Set up a dedicated Workspace or Space focused on sales enablement to avoid clutter and keep your team aligned.

• Workspace/Space name: “Sales Collateral” or “Revenue Enablement”
• Primary goal: Host all assets that support lead generation, nurturing, and closing

Within this area, you will create Folders and Lists to track specific collateral types or funnel stages.

Structure ClickUp Folders by Funnel Stage

Organize your sales collateral around the buyer journey so reps know exactly where to look.

• Top-of-funnel: Blog posts, checklists, introductory guides
• Middle-of-funnel: Case studies, comparison sheets, feature breakdowns
• Bottom-of-funnel: Objection-handling one-pagers, pricing sheets, proposal templates

Create one Folder for each stage and then add Lists for formats or campaigns. This makes it easy to map every asset to a funnel position.

Step 2: Build a ClickUp List to Track Collateral Ideas

Next, convert your content strategy into actionable work using a dedicated idea and planning List.

Set Up a ClickUp Content Ideas List

Create a List called “Collateral Ideas” where your team can capture new asset requests and brainstorms.

For every task in the List, include details such as:

• Target persona and industry
• Intended funnel stage
• Primary sales objective (e.g., overcome a specific objection)
• Key message or angle
• Proposed format (one-pager, deck, email sequence, etc.)

This gives stakeholders enough information to prioritize and approve content before work begins.

Add Custom Fields in ClickUp to Classify Collateral

Use Custom Fields to standardize how each piece of sales collateral is described and tracked.

• Collateral type: One-pager, slide deck, email, video, battle card
• Stage: Awareness, consideration, decision
• Owner: Content creator or designer
• Sales play: Onboarding, renewal, expansion, competitive
• Status: Idea, in progress, in review, approved, archived

With consistent fields, sales leaders can quickly filter and find the right materials.

Step 3: Create Repeatable ClickUp Workflows for Content Production

Once your planning List is ready, design workflows that ensure every asset moves smoothly from request to approved deliverable.

Define a Step-by-Step ClickUp Workflow

Use a standard status flow that works for all collateral types. For example:

1. Backlog: New requests and unprioritized ideas
2. Planned: Approved projects with clear requirements
3. In Progress: Writers or designers actively working
4. In Review: Stakeholders giving feedback
5. Approved: Final asset ready for sales
6. Launched: Shared with reps and linked in playbooks

Apply this workflow across Lists so teams always know what each task means regardless of collateral type.

Use ClickUp Templates for Collateral Tasks

Turn your best-performing process into a Task Template that can be reused for new assets.

Include in each template:

• Checklist for research, drafting, design, and QA
• Subtasks for copy, design, review, and final approval
• Attached brief outlining audience, offer, and key benefits
• Assigned reviewers and due dates

This guarantees that every new piece of sales collateral follows the same high-quality standard.

Step 4: Store and Organize Approved Assets in ClickUp

After collateral has been created, you need a clear system to store and distribute assets for easy access.

Centralize Final Files in a ClickUp Assets List

Create a List named “Approved Collateral” for final versions only. Each task represents one asset.

Within each task:

• Attach the final file (PDF, slide deck, image, or link)
• Keep the latest version clearly labeled
• Use comments to note when it was last updated or revised

This separation between production tasks and final assets helps prevent confusion between drafts and approved content.

Tag ClickUp Assets for Quick Search

Use tags and Custom Fields to make finding assets fast for busy sales reps.

• Industry tags: SaaS, healthcare, finance, manufacturing
• Use case tags: onboarding, feature launch, cross-sell
• Product line tags: For different offerings or tiers

Reps can then filter by stage, industry, or product to surface the right materials in seconds.

Step 5: Connect ClickUp Collateral to Your Sales Process

Sales collateral works best when directly mapped to the steps your reps already follow.

Link ClickUp Tasks to Sales Plays

For each key sales motion, build a simple internal playbook that points back to collateral tasks.

For instance, a playbook for competitive deals could link to:

• Competitive battle cards
• Comparison sheets
• Customer stories that highlight differentiation
• Objection-handling one-pagers

Because everything is centralized, reps can click through to the task and download what they need without hunting across tools.

Share ClickUp Views with Sales Teams

Create filtered Views tailored to your revenue team.

• By persona: Show assets targeted at specific roles
• By stage: Display materials appropriate for current opportunity stage
• By region: Highlight region-specific or language-specific collateral

Share these Views with your sales organization so they always see an organized dashboard of available collateral.

Step 6: Measure Performance with ClickUp Reporting

Managing sales collateral is not just about organization; it is about learning which assets drive results.

Track Usage of ClickUp Sales Collateral

Use fields and comments to log how and when assets are used in active deals.

• Add a field for “Used in Opportunities” and update counts over time
• Ask reps to comment on tasks when a piece helped close or progress a deal
• Note any objections the asset helped address

This qualitative and quantitative data guides your decisions on what to refine or replicate.

Review ClickUp Dashboards for Insights

Build a dashboard summarizing the health of your sales collateral library.

• Number of active assets by stage and type
• Assets pending review or updates
• Top collateral associated with closed-won deals
• Gaps where certain personas or industries lack coverage

Regularly reviewing this dashboard keeps your content library aligned with evolving sales strategies.

Step 7: Keep Your ClickUp Sales Library Up to Date

Sales collateral becomes less effective when messaging or features change. Set up maintenance routines.

Schedule Recurring Reviews in ClickUp

Create recurring tasks to audit key asset groups.

• Quarterly review for high-impact one-pagers
• Biannual review for core decks and case studies
• Annual review for evergreen guides and resources

Assign these reviews to content owners and include checklists for updating stats, screenshots, and positioning.

Archive Outdated ClickUp Assets Safely

When materials are no longer accurate, do not delete them immediately.

• Move them to an “Archived Collateral” List
• Mark them with an “Archived” status and date
• Add a comment explaining why they were retired

This preserves historical context while ensuring sales reps do not accidentally use outdated materials.

Next Steps and Helpful Resources

By structuring your plans, workflows, and reporting inside a single platform, you give your sales and marketing teams a reliable engine for producing and scaling sales collateral.

For broader strategy around sales operations and content systems, you can explore additional resources at Consultevo.

To see detailed examples of high-performing sales collateral and how a modern work platform supports them, review the original guide at this ClickUp sales collateral article.

Implement the steps in this guide, adapt them to your sales process, and continue refining your workspace as you learn which assets drive the strongest results.

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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