How to Run Command of the Message in ClickUp

Using ClickUp to execute a Command of the Message framework helps sales teams build consistent, opportunity-winning conversations, keep deal data organized, and collaborate in one unified workspace.

This how-to guide walks you through recreating the Command of the Message approach inside ClickUp so your team can qualify opportunities, capture customer insight, and forecast more reliably.

Step 1: Prepare Your ClickUp Workspace for Sales

Before you build the Command of the Message process, set up a dedicated sales hierarchy in ClickUp so every opportunity and conversation is trackable.

Create a Sales Space in ClickUp

1. Create a new Space and name it something like Sales – Command of the Message.

2. Assign your sales, RevOps, and sales enablement teams to the Space.

3. Define user permissions so reps can edit deals, while managers can add custom fields and views.

Set Up Core Folders and Lists

Organize your sales work by using Folders and Lists aligned to your funnel:

• Folders for stages, such as Pipeline, Active Opportunities, and Closed Won/Lost.

• Lists within each Folder, for example: Prospecting, Discovery, Evaluation, Negotiation, and Implementation.

This structure lets you use the same Command of the Message pattern across opportunities while still organizing each stage visually in ClickUp.

Step 2: Build Command of the Message Fields in ClickUp

The Command of the Message framework relies on capturing consistent buyer and opportunity data. Recreate this in ClickUp with custom fields.

Key Command of the Message Custom Fields

Add custom fields to your opportunity List to reflect the main elements of Command of the Message:

• Business Problem – Short text field summarizing the core challenge.

• Impact / Value – Long text field for quantified impact the customer cares about.

• Critical Event – Date field capturing the driving deadline or event.

• Decision Criteria – Dropdown or multi-select for what the buyer will evaluate.

• Decision Process – Long text field describing the steps the customer will take to choose a supplier.

• Competition – Multi-select or text field for alternative options.

• Economic Buyer – Person field or text field for the ultimate decision maker.

• Next Step – Text field for the single most important action to advance the deal.

These fields act as your Command of the Message checklist, ensuring every opportunity in ClickUp has the same structured data.

Standardize Required Fields

1. Mark the most critical custom fields as required before an opportunity moves to later stages.

2. Create clear descriptions in each field so reps know what a strong answer looks like.

3. Use consistent naming so Command of the Message terms are understood across regions and teams.

This reduces ambiguity and makes ClickUp reports and dashboards far more reliable.

Step 3: Create Command of the Message Templates in ClickUp

Templates help reps apply the framework consistently without reinventing the wheel on every deal.

Opportunity Task Template

Build a reusable opportunity task template inside ClickUp:

1. Create a new task and name it Command of the Message Opportunity.

2. Fill in the custom fields you created (Business Problem, Impact, Critical Event, and so on) as empty placeholders.

3. In the task description, add guided prompts for reps, such as:

   • “Describe the customer’s current state and pain.”

   • “List 3-5 quantified outcomes the customer wants.”

   • “Explain how the Economic Buyer defines success.”

4. Save this task as a template so it can be reused for each new opportunity.

Discovery Call Checklist Template

Create a subtask or checklist template for discovery calls aligned to Command of the Message:

• Questions to uncover business problems.

• Prompts to quantify impact and value.

• Questions to confirm decision criteria and process.

• Prompts to identify the Economic Buyer and other stakeholders.

Store this as a template in ClickUp so reps can instantly attach it to any call-related task.

Step 4: Map Sales Stages and Statuses in ClickUp

Use task statuses in ClickUp to mirror your opportunity progression while maintaining Command of the Message discipline.

Align Statuses With Command of the Message Milestones

For each List or pipeline stage, define statuses such as:

• Qualifying – Basic info captured, initial business problem identified.

• Discovery in Progress – Deep questions asked; value and impact being quantified.

• Validated – Business problem, value, and decision criteria fully confirmed.

• Proposal Sent – Proposal mapped to the validated message.

• Commit – Economic Buyer aligned and critical event locked.

• Closed Won / Closed Lost – Outcome captured with reasons.

This model helps teams see where Command of the Message work is incomplete and where a deal is safe to forecast.

Step 5: Use ClickUp Views to Manage Command of the Message

Different views in ClickUp help sales reps, managers, and executives see Command of the Message data in the way that fits their roles.

Board View for Pipeline Coaching

Set up a Board view grouped by status:

• Each card represents an opportunity.

• Custom field data (Business Problem, Economic Buyer, Critical Event) appears on the card.

• Managers can drag-and-drop cards while checking whether Command of the Message information is complete.

List View for Forecasting and Review

Create a List view with columns for your key Command of the Message fields:

• Sort by Critical Event to focus on near-term deals.

• Filter for opportunities where any Command of the Message field is blank to identify risk.

• Group by Owner to review pipelines rep by rep.

Dashboard View for Leadership

Use a Dashboard to summarize Command of the Message performance metrics:

• Charts showing pipeline by stage and value.

• Widgets that count deals missing key Command of the Message fields.

• Trend lines for win rates and average sales cycle when the framework is fully completed.

These views make it easier to coach, forecast, and spot gaps.

Step 6: Embed Command of the Message in Daily Routines

ClickUp can reinforce Command of the Message as an everyday habit rather than a one-time training.

Use Automations to Enforce Data Quality

Set up simple automations such as:

• When a task moves to Validated, check if key Command of the Message fields are filled. If not, notify the owner.

• When Critical Event is within a set timeframe, automatically create follow-up tasks.

• When a deal is marked Closed Lost, prompt the rep to log loss reasons in a custom field.

Schedule Coaching and Review Cycles

Use recurring tasks in ClickUp for:

• Weekly pipeline reviews focused on Command of the Message completeness.

• Monthly deal post-mortems that capture what worked and what did not in the message.

• Quarterly training sessions that refine your templates and fields.

Step 7: Train and Support Your Team

The best Command of the Message implementation combines clear process, practical templates, and ongoing coaching in ClickUp.

Document the Framework in ClickUp Docs

Create internal documentation with:

• Definitions of each Command of the Message element.

• Examples of strong opportunity notes.

• Links to your task and checklist templates.

Store these docs in your sales Space so they are always one click away from the pipeline.

Connect With External Resources

To deepen your understanding of the approach reflected here, you can review the original article that inspired this guide on the ClickUp blog: Command of the Message resource.

If you need help refining or customizing your implementation for complex teams, specialized consultancies like Consultevo can assist with process design, integration strategy, and enablement.

Putting It All Together in ClickUp

By setting up a dedicated sales Space, defining Command of the Message custom fields, building reusable templates, aligning statuses to milestones, and using views and automations, you can turn ClickUp into a complete system for running consistent, value-focused sales motions.

The result is a single source of truth where every opportunity is documented in the same structured way, managers can coach from real data, and leaders can forecast based on deals that are truly qualified and validated.

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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