ClickUp Business Hub Template
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Your travel business command center – all in one place! Running a successful travel advisory business means managing countless moving parts behind the scenes. Between tracking leads, organizing supplier relationships, managing content creation, storing SOPs, monitoring finances, and coordinating team projects, it’s easy to feel overwhelmed by the backend chaos. Most travel advisors piece together solutions using scattered spreadsheets, random notes, and multiple apps – but that approach costs you time, money, and mental energy every single day.
The ClickUp Business Hub Template transforms your business operations by bringing everything into one powerful, organized digital workspace. Built specifically for travel advisors by experienced travel professionals who understand your unique challenges, this template gives you a proven system that successful agencies use to manage growth without the overwhelm. From your first lead to your financial reports, every critical business function has a dedicated, interconnected space that keeps you organized and in control. It’s time to stop operating in reactive chaos and start running your travel business like the profitable, professional operation it deserves to be.
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• Sales Lead Log with Automated Metrics Calculator that tracks every inquiry and automatically calculates conversion rates, pipeline value, and booking performance • Comprehensive Supplier Information Hub organized by category (DMCs, hotels, cruise lines, tours/transfers) with sortable contact details, commission structures, and partnership notes • SOP & Resource Library for centralized storage of all your standard operating procedures, training materials, and business documentation • Content Planning Calendar with dedicated sections for social media posts, email marketing campaigns, and blog content to keep your marketing organized • Financial Dashboard to track profit and loss over time with visual analytics for business performance monitoring • Internal Project Management Tools for coordinating team tasks, managing deadlines, and streamlining collaboration • Customizable Templates & Views pre-built for travel advisory operations but fully adaptable to your unique business processes • Step-by-Step Setup Video & Walkthrough guiding you through importing, customizing, and optimizing your Hub for immediate use • Forever Access to your template with the ability to duplicate and scale as your business grows
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• Fully Editable Template: This is a fully editable ClickUp template meant to serve as a centralized system to store and manage your own business information
• Customization Required: Fields are intentionally left blank so you can input and organize your unique processes, data, and resources
• ClickUp Unlimited Plan Required: A ClickUp account on the Unlimited plan is required to use this product (purchased separately through ClickUp)
• Scalable Solution: You can upgrade your ClickUp plan at any time for more robust reporting and advanced features
• Custom Setup Available: If you’d like additional customization, we offer the option to collaborate with our trusted ClickUp expert to tailor dashboards specifically for your business
• Setup Support Included: A comprehensive setup video and step-by-step walkthrough are included to guide you through importing and customizing your Hub
• Preview Available: Watch the product preview here to see the Hub in action before purchasing
Transform your brand presence with our professionally designed, editable templates. Each resource is crafted specifically for travel advisors, allowing you to maintain brand consistency while saving valuable design time. Simply customize colors, fonts, and content to match your unique style.
Customizable Templates & Tools
From client-facing documents to supplier communications, these resources help you showcase your expertise and establish credibility in the travel industry. Each template follows industry best practices and is ready for immediate implementation.
Professional Marketing Assets
Streamline your business operations with our ready-to-use professional templates. These resources help you create polished materials in minutes instead of hours, allowing you to focus on what matters most—growing your travel business and serving your clients.
Time-Saving Business Solutions
TEMPLATES
Client Communication templates sold to advisors around the world.
Have purchased our tested and proven curriculum.
ADVISORS
"My client care process with CCT takes less than a day and allows me to follow along easily to manage travel. It really is almost like a plug and play so I can continue to keep slaying in my business!"
"This is one of the best investments I made because it not only gives me great templates to use, but also taught me about the the most efficient workflow to use. I am very grateful for them."
💕
"nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow!"
“There is, unequivocally, nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow! It is worth every penny! As a result of implementing this workflow, I am closing more business, getting more done, eliminating inquiries that are not a good fit, and constantly getting compliments on my professionalism.”
HEIDI THEIS, BENVENUTO TRAVEL
Frequently Asked Questions
will you implement my workflow for me?
Yes, we offer Implementation Services to clients who purchase either the TravelJoy or Tern versions of our workflow. We do not implement our workflows into any systems other than TravelJoy or Tern. Once you complete your purchase, we will send you a confirmation email with a link to our Implementation Proposal should you be interested! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase, you will receive an email with access links to your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a minor update, you will receive the updated version at no additional charge.
what happens after I purchase?
Once you complete your purchase, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Unfortunately, due to their digital nature, we currently cannot offer payment plans for our Client Communication Templates. As soon as payment is made and the templates are downloaded, they become available for use by the buyer. Unlike physical products, digital items cannot be returned or resold. So, we need the full payment upfront to ensure our customers receive the best possible experience with our products. We apologize for any inconvenience this may cause and appreciate your understanding.
am I able to exchange versions if I switch platforms?
We apologize, but we cannot fulfill requests for template swaps as this product is purely digital. We suggest purchasing templates that are compatible with your current CRM software. If you are still undecided about which version to use or plan to switch CRMs in the future, we recommend our general CCT templates, which are designed to work with any CRM software.
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If there is one thing we are passionate about, it's helping travel advisors work smarter, not harder! So, we are giving you our five must-have email templates that you can customize and add directly to your CRM.
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