Great question—that section refers to the master task template you'll use to automatically populate every new Elite client folder with all the key services included in their package.
🧩 What It Is:
A "Master Client Delivery Template" is a reusable ClickUp task group (or List) that includes all the recurring deliverables for that service tier. Think of it like your standard operating workflow for Elite-tier clients.
You’ll duplicate it into every Elite client folder, so you don’t have to rebuild tasks from scratch each time.
✅ Example Breakdown: Elite Tier Master Task Template
You can create this as a standalone List called: 📦 Elite Package – Master Template
Inside it, build sections like this:
🔹 SOCIAL MEDIA MANAGEMENT
Monthly Content Planning Call / Strategy Session Research content themes for the month Draft 12–20 social posts (based on platform) Upload to Metricool for scheduling Client review + feedback loop Pull monthly analytics report 🔹 WEBSITE MANAGEMENT
Monthly plugin & theme update Check contact forms & functionality Perform speed and SEO check Upload any new blogs or page content Add new testimonials or minor updates Run security scan + back up site 🔹 SEO SERVICES
Pull keyword ranking report (SerpRobot / Ahrefs) Optimize 1–2 pages or blog posts Update metadata and internal linking Research 1 new blog or content topic Add/update citations or GMB if needed 🔹 FUNNEL BUILDING
(Only if active that month – add status field)
Finalize offer + funnel map Design funnel pages (or update existing) Set up email automation in Systeme.io Connect analytics & tracking 🔹 PAID ADS (Placeholder)
(Skip unless ads are active)
Prepare ad copy and visuals Monitor results + optimize weekly Once this master template is done, all you’ll do for new clients is:
Drop it into their folder Update due dates + assign to you or your team Want me to write this in a full ClickUp importable format next so you can paste it directly into your ClickUp workspace?
