The Elemental Workspace:
ClickUp Templates for Intuitive Business Growth
You didn’t start a business just to feel chained to it, drained by the end of each day, and unsure if you’re truly moving the needle on your vision.
Your business was born of something greater—sitting down at your workspace with purpose, intuitively knowing what needs to be done, flowing effortlessly through your tasks, and feeling aligned with your energy.
And the best part? Closing your laptop at the end of the day and shifting into offline mode knowing that your work is done and you’re free to fully enjoy your life outside of it, without guilt or lingering to-dos.
These ClickUp templates are designed to bring clarity, flow, and structure to your workday while embracing your unique energy.
With templates inspired by the elements—Air, Water, Earth, and Fire—this bundle gives you everything you need to manage your business with ease. And with step-by-step tutorials, you'll have all the guidance you need to set up your system with confidence, knowing that every piece is aligned with your unique needs.
It's time to honor the cycles of your energy, tap into your true purpose, and let the universe support your growth, not drain you.
Elements of your Success:
Air Space ClickUp Template:
Organize Your Team, Key Information, and Back-End Projects for Efficient Daily Operations
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Hiring & Onboarding Tasks: Track every hiring step, from posting roles to final onboarding.
Applicant Info: Store candidate details, resumes, and notes for easy reference.
Resources: Ready-to-use Interview Agenda and Evaluation templates to keep your hiring process streamlined and stress-free.
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General Admin Tasks: Centralize recurring admin tasks to maintain your business flow.
Back-End Project Template: Pre-set projects for easy organization of ongoing internal projects.
ClickUp Set-Up Tasks: Step-by-step instructions to keep your ClickUp environment organized and optimized.
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Team Calendar & Directory: View the team’s birthdays, important information, and OOO time
SOP Library: Store all your company’s SOPs and training information with reminders for review and update to cut down on training time and answer questions before they get to you!
Brand Files & Important Links: Gather all important links and information for the team to access while completing their tasks rather than digging through their inbox!
Earth Space ClickUp Template:
Manage Client Relationships and Keep Track of Every Detail, from Initial Contact to Project Completion
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Current Client Overview: Track each client’s journey and stay updated on all client details in one place.
Lead Management: An organized way to manage and convert potential leads, so you never miss an opportunity.
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Client Journey Template: A customizable journey mapped for each offer, with phases for onboarding, project tasks, and post-project follow-up, adaptable to each client's needs.
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A List for Every Client: A place to keep all tasks and information for each of your clients, ensuring consistency and quality across projects.
Water Space Template:
Dive into Big-Picture Goals, Visioning, and CEO-Level Brain Dumps with Clarity and Focus
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Goal-Setting Document: Includes journal prompts to help you define and refine yearly, quarterly, and monthly goals.
Quarterly Plan: Structure for planning actionable steps every quarter.
Year Ahead Goals: A space to map out your visionary goals and focus on long-term growth.
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Recurring Tasks: Define routines and daily maintenance to stay balanced in work and life.
Random Tasks: A catch-all for smaller tasks, ensuring nothing slips through the cracks.
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Personal Task List: Track private, day-to-day personal tasks with secure access, like setting up doctor’s appointments or doing your New Moon ritual
Private Dreams & Musings Document: Record personal reflections, dreams, and thoughts, creating space for self-connection and growth.
Fire Space ClickUp Template:
Ignite Your Marketing and PR Strategies with a System that Helps You Plan and Execute Campaigns Effortlessly
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Content Calendar: A structured, date-specific calendar to schedule and track your content across all platforms.
Marketing Tasks: Lists and deadlines for content creation, posting schedules, and engagement tasks to keep all your marketing efforts aligned.
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PR & Partnerships Tracker: Log ongoing PR efforts and partnership contacts to keep relationships strong and organized.
PR & Partnership Onboarding Template: A customizable template for onboarding new partners and preparing for interviews and features, ensuring seamless collaboration.
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Promote Ongoing Offers Template: Pre-set steps and timelines to organize special efforts for promoting ongoing offers.
Promote New/Limited Time Offer Template: A ready-to-go structure with key phases for building out and marketing a new or limited-time offer.
The Energy Shift You’ve Been Waiting For:
Finally get a handle on your to-do list, without feeling overwhelmed.
Keep all your files, links, and resources in one place for easy access.
Track your bigger dreams and goals, and celebrate how far you’ve come.
Create sustainable rhythms for connecting with your community and marketing your business.
Stay in tune with your intuition while having a structured approach to project management.
This isn’t just another template—it’s a project management system built to work with your energy, not against it.
Whether you're planning for today or dreaming of tomorrow, this ClickUp Template Bundle will help you organize, grow, and find systems serenity.
