ClickUp Agency Workspace & Automated Client Onboarding
ClickUp workspace and automated client onboarding for a B2B marketing agency — 4 role-separated spaces, form-triggered onboarding, and reusable templates that set up a new client in under a minute.
The Problem
The agency was onboarding new clients manually — creating folders by hand, copying task lists, assigning team members one by one, and frequently missing steps in the setup process. Account managers and delivery teams were working from the same cluttered views, making it hard to switch context. New team members had no structured way to know what to do when a client signed.
The Solution
Built a 4-space ClickUp workspace separating Clients, People, Marketing, and Delivery — so account managers see client views and delivery teams see task views without mixing context. Created an automated onboarding flow triggered by a form submission that generates the full client folder structure, assigns tasks to the right team members by role, and walks the team through every onboarding step via a reusable template.
How It Works
New client signs → team fills out the ClickUp onboarding form
Automation creates a dedicated client folder with all required task lists
Tasks are assigned to team members based on role — account managers get client-facing tasks, delivery gets execution tasks
Onboarding checklist populates with every step needed to bring the client live
Alternative manual path: team can use a reusable template to onboard by entering client details
All client work is tracked in the Clients space — separate from internal Marketing and People spaces
Delivery space gives the execution team a pure task-focused view without client noise
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