ClickUp Pitch Tracker Template

ClickUp Pitch Tracker Template: Organize Your Visibility Efforts + Manage Pitches, Assets + Follow-Ups Like a Pro

Get Featured on Podcasts + in the Media with our ClickUp Plug n' Play Template: Visibility Pipeline

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Staying organized and on top of your PR efforts can be a major challenge...

...but our ClickUp Plug n' Play Visibility Pipeline Template is here to turn that struggle into a success story. This dynamic template is your ultimate command center for tracking key information, assets, and workflows to elevate your media presence and personal brand. Get ready for less stress, more focus, and a significant boost in your brand's exposure.

In the dynamic world of media appearances and guest speaking opportunities, organization is critical. Between reaching out to podcasts, planning interviews, and tracking your own personal branding materials, things can quickly become overwhelming. But with our template, you have a structured system that keeps everything in check, giving you the peace of mind you need to focus on creating impact and expanding your reach.

WHAT YOU'LL LEARN

How to use our Visibility Pipeline Template in ClickUp to effectively manage your outreach, pitches, and scheduling.
The best strategies to handle rejection or follow-up needs, ensuring no opportunity slips through the cracks.
How to integrate your personal brand assets like media kits, bios, and photos into your visibility workflow for easy access and application.

WHAT YOU'LL GET

A comprehensive ClickUp Visibility Pipeline Template that includes a list view, board view, and calendar view.
A structured workflow to track your visibility journey from pitch to published (and the 5 steps in between!), with critical information for each phase.
A system to manage key personal brand assets such as your media kit, pitch template, bios, branding photos, and past media features.

LIFETIME ACCESS + REFUNDS

This is a digital product. Nothing physical will ship. You will receive an email with details about how to access your downloads and courses after checkout. If this is a service, you'll receive an email with instructions for your next steps, or to book a call. If this is a course, you'll receive an email with login instructions.

When you purchase our digital product or program, you're not just buying a one-time deal. You're gaining 'Lifetime Access,' which lets you enjoy the product for the full extent of its operational life cycle. This isn't your lifetime, but rather the active lifespan of the product or program itself. Should the product or program be updated, revamped, or enhanced, you'll receive all future updates as part of your purchase. Moreover, if the content is downloadable, you can save it directly to your device for unrestricted access, anytime, anywhere. Please note, 'Lifetime Access' expires if the product or program is retired or terminated. In such cases, access will be revoked, and the 'Lifetime Access' term will be considered fulfilled. We reserve the sole right to determine the active lifespan of a product or program.

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Refund Policy

Due to the digital nature of Success with Soul Inc.‘s products, all sales of eBooks, templates, PDFs, workshops, Templates, and the like are final. Success with Soul Inc. does not provide any refunds for such products.

If you are a coaching client and you purchase a package of calls, Success with Soul Inc. will not provide a refund for any of those calls, regardless of whether you use them or not. Your purchase is a one-time upfront payment that cannot be refunded. It is your personal responsibility to book the calls and use every call in your package.

FREQUENTLY ASKED QUESTIONS (FAQs)

Do I need to be a ClickUp user to use this template?
Yes, you'll need to have a ClickUp account to use this template. If you're not a user yet, ClickUp offers a free version you can start with.

Can I use this template for different kinds of events or speakers?
Yes! This template is versatile and can be adapted to any event where you have guest speakers, whether it's a podcast episode, a live webinar, a group coaching session, or even a live event.

I'm not tech-savvy. Is this template easy to set up?
Absolutely! We've made this template as user-friendly as possible, and we also provide a detailed guide and video tutorial to help you with the setup.

Can I customize this template to fit my business needs?
Yes! This template is fully customizable. You can add, delete, or modify any part of it to suit your specific business needs.

Everything You Need, Nothing You Don’t

Community Bonus!

As a paying customer, you'll get access to our Private Slack Channel, the VIP Soul Circle.

Think of it like the best Facebook group, only amplify its best features a hundredfold and remove all of its drawbacks. That's us!

Community, support anytime you need it and a curated group of kindred spirits and sisterhood, all away from the pressures and ills of social media. Your safe harbor in the digital world. With dedicated channels for topics like sustainable business strategy, woo and cyclical living, accountability threads, soulful feminism and more!

All yours for free with any purchase in the shop!

Meet your new favorite anti-guru

You didn’t quit your 9-5 just or earn the ‘successful CEO’ title just to be on-call 24/7.

You’re building a business not just for money, but for meaning. For presence. For your people. For the kind of life that includes sabbaticals and six-figure salaries (without the late-night launch cycles). And that’s exactly what we do here.

Hey there! I'm Kate Kordsmeier—working mom, recovering perfectionist, founder of Success with Soul™, the only business system that helps coaches and creators build high-profit, burnout-proof businesses without social media (I quit Meta in 2021 and grew 165%).

Since 2015, I’ve helped thousands of quietly ambitious humans—especially neurodivergent creatives and sensitive introverts—ditch hustle culture and create sustainable income using evergreen funnels, SEO, and holistic systems that make space for both your capacity and your craving to do meaningful work (no Reels required!).

I've mastered the art of making millions while working less than 20 hours a week (without a big team!), turning my struggles with OCD, anxiety, and chronic illness into a powerhouse playbook for people-pleasing (and under-napped) overachievers.

Most business programs teach you to work harder and be everywhere. As an ICF-accredited Life and Business Coach with additional certifications in NLP, Reiki, Hypnotherapy, and EFT Tapping, I teach you to do less—and earn more—blending practical, proven strategy with just the right amount of woo-woo. The result? Success that feels as good as it looks on paper.

Success with Soul is the antidote to bro marketing—and my personal rebellion against the Patriarchy. We're here to arm more entrepreneurs with the agency they deserve, complete with fatter wallets and shorter to-do lists. We are:

Champions of mindful entrepreneurship
Believers in building imperfect businesses that are perfect for YOU
Advocates for systems that save sanity and time
Supporters of holistic, sustainable business practices

Bottom line: We're breaking rules, not spirits.

Life first, strategy second. Welcome to Entrepreneurship Redefined.

👉 Read my whole story here (it's really good!).

💌 P.S. Don't forget: This product is included in the Mindful Business Academy—your lifetime pass to every training, template, and tool I’ve ever created for a fraction of the price. No more piecing it together. MBA is how you build a business that runs on rest, revenue, and rebellion.

CHECKOUT

ClickUp Pitch Tracker Template: Organize Your Visibility Efforts + Manage Pitches, Assets + Follow-Ups Like a Pro

Get Featured on Podcasts + in the Media with our ClickUp Plug n' Play Template: Visibility Pipeline

A comprehensive ClickUp Visibility Pipeline Template that includes a list view, board view, and calendar view.
A structured workflow to track your visibility journey from pitch to published (and the 5 steps in between!), with critical information for each phase.
A system to manage key personal brand assets such as your media kit, pitch template, bios, branding photos, and past media features.

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Lifetime Access

No refund

🚨 Heads up: this is already included the Mindful Business Academy 🎁

Why drop $$$ on one thing when you could get everything I’ve ever created—courses, templates, custom GPTs, trainings—for one majorly discounted price? MBA is your lifetime, all-access pass to my entire digital library (coaching excluded).

And it's the only social-free system teaching coaches and course creators how to build a high-profit, low-maintenance business designed around your energy, values, and actual life. One enrollment. Lifetime access. Instant relief.

Want this for $0? Get it FREE when you join MBA!

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