☑️ Strategic direction with EOS compatible framework
☑️ Defined leadership accountability across the organization
☑️ Company-wide goals broken into short-term execution priorities
☑️ Regular operating rhythm to review progress and solve issues
☑️ Clear ownership for decisions, outcomes, and follow-through
☑️ Custom dashboards showing what matters
☑️ Automations that support EOS compatible cadence – Status changes, reminders, and task creation are automated to reduce manual follow-ups.
☑️ Purpose-built EOS dashboards – Leadership dashboards provide real-time visibility across Scorecards, Rocks, Issues, and To-Dos.
☑️ Automate reminders and reports using Clickup’s native features
☑️ Connect your existing tools via Zapier, Make or N8N
☑️ Your team adopts it quickly-designed for speed and clarity
☑️ Customize it perfectly with expert development support
☑️ Requires ClickUp Business plan or higher – This template is designed for ClickUp Business and Enterprise plans to support dashboards and advanced workflows.
☑️ Learn fast with video walkthroughs and live onboarding calls
☑️ Get help when needed with priority ongoing support
Ninety charges you $16/user/month just to run your operating system – but it doesn’t do your actual work. Your tasks, projects, and client deliverables still live somewhere else. That means two systems, double the data entry, and zero integration between your OS and your real work.
Our ClickUp EOS compatible template puts everything in one place – for a one-time cost.
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Content
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Ninety (Thrive Plan)
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Camel Tech
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Cost
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$16/user/month. 10-person team = $1,920/year, every year
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$98 one-time. No per-user fees. No recurring cost
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Task Management
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❌ None. You still need ClickUp, Asana, Monday, etc. for actual work
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✅ Full task management built in - tasks, subtasks, dependencies, time tracking
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Where Your Work Lives
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⚠️ OS lives in Ninety. Actual work lives elsewhere. They don't connect
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✅ OS and daily work live in the same workspace. One source of truth
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Integration with ClickUp/Monday
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❌ Listed as "Coming Soon" - still not available
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✅ You're already inside ClickUp. No integration needed
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Dashboards
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✅ Ninety's own dashboards (OS data only)
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✅ ClickUp dashboards showing OS data AND real project progress in one view
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Automations
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❌ Limited to Ninety's ecosystem
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✅ ClickUp native automations + Make/Zapier/n8n for unlimited workflows
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Customization
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❌ Locked into Ninety's structure
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✅ Fully modular - adapt to your processes without breaking anything
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Scalability
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⚠️ Cost grows with every new user added
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✅ One-time purchase. Add unlimited users at no extra cost
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Team Adoption
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⚠️ Your OS data lives on Ninety's platform. Leave and you start over
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✅ Everything lives in YOUR ClickUp workspace. You own it
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You save $5,662 over 3 years – and get a more connected, more powerful system.
☑️ Instant setup via duplication – Duplicate the template into your ClickUp workspace and start using it immediately. No manual setup required.
☑️ ClickUp Business or Enterprise required – Designed for ClickUp Business and Enterprise plans to support dashboards and structured EOS compatible workflows.
☑️ Optional implementation call – Join an optional walkthrough call to review setup, best practices, and how to tailor the system to your team.
☑️ Recorded training library – Step-by-step walkthrough videos to onboard leaders and team members at their own pace.
☑️ Optional on-demand guidance – Get help applying EOS compatible principles correctly inside ClickUp when deeper support is needed.
10-year, 3-year,1-year vision and execution tracker Weekly performance tracking scorecard for each person Identify, discuss, solve issues with clarity Run focused, action-oriented team meetings with built in template Reinforce the culture and core values that powers your business Keep quarterly big priorities front and center with tracker People analyze team fit and performance Capture and communicate your big-picture vision
☑️ Sales CRM – Manage leads, deals, and pipelines in one place. CRM built inside work management.
☑️ Sales Note Taker – Capture meeting insights in structured templates
☑️ Sales Scorecard – Monitor key sales KPIs
☑️ Sales Analytics Dashboard – Visual reporting on conversions, stages, and outcomes
☑️ Sales Initiatives Tracker – Organize campaigns and team goals
☑️ Marketing Project Hub – Organize campaigns, events, and deliverables
☑️ Content Planner + Calendar – Plan, schedule, and publish content across platforms
☑️ AI-Powered Content Generator – Speed up content creation
☑️ Marketing SOPs – Systemize workflows from ideation to publishing
☑️ Marketing Scorecard – Track results and improve team focus
☑️ Marketing Resource Library – Store guidelines, assets, and templates
☑️ Finance Dashboard – Track income, expenses, profit margins.
☑️ Revenue & Expense Tracker – Monitor income and spending by client, category, or tool
☑️ Profit & Loss Summary – Auto-calculated high-level P&L overview
☑️ Cash Flow View – Visualize inflow and outflow for better decision-making
☑️ Financial Scorecard – Weekly or monthly KPI tracking aligned with EOS
☑️ Accounts Receivable – Stay on top of invoices and payments
☑️ Finance SOPs – Standardize approval flows, expense reporting, and month-end close
☑️ Client Project Tracker – Stay on top of timelines, deliverables, and feedback
☑️ Client Task Manager – Assign, monitor, and complete deliverables
☑️ Client Feedback Tracker – Collect insights and improve service
☑️ Client Portal – Share project status, assets, and support in one space
☑️ Customer Support System – Handle inquiries with an integrated ticketing workflow
☑️ Support/Ticket Submission Form – Easy form-based support intake
☑️ Delivery Scorecard – Track performance, responsiveness, and client satisfaction
☑️ Delivery SOPs – Ensure consistent and quality client experiences
☑️ Applicant Tracking System (ATS) – Streamline your hiring pipeline
☑️ Employee Directory – Centralized view of your entire team
☑️ Leave Tracker + Forms – Full leave management built in
☑️ HR Task Manager – Track HR initiatives and responsibilities
☑️ HR Scorecard – Monitor and improve HR performance
☑️ HR SOPs – Standardize HR processes
☑️ Onboarding & Offboarding – Simplify onboarding & offboardig with built in template
Because we are business systemization experts and have helped numerous businesses like yours to streamline and scale their operations with ClickUp & EOS Compatible.
Built-in workspaces for HR, Sales, Marketing, Client Delivery, and Operations – all aligned with your business structure for full departmental visibility and coordination.
Ready-to-use templates for meetings, scorecards, SOPs, CRM, project tracking, and more – designed to systemize and simplify every core workflow across your business.
Each team member gets a dedicated dashboard to manage their daily focus, tasks, calendar, habits, and goals – designed to boost accountability and clarity across the team.
Leverage Monday AI blocks and built-in automations to generate SOPs, streamline recurring actions, and integrate with tools like Slack, Zapier, and Google Workspace effortlessly.
See template screenshots
50+ companies of all industries are using this template
Ninety charges 16$ per person per month which is just a standalone tool.
$1900
Secured Stripe payment
$900
Secured Stripe payment
You’ll get a fully customized ClickUp workspace designed specifically for your operations
Implemented systems for 60+ companies
“Excellent service provider and also a great human! Part of our team now on an ongoing basis.”
CEO, Crease Group
It’s a powerful ClickUp workspace built to run your entire business - from vision and traction to tasks, meetings, and SOPs - all in one place. This is EOS compatible designed to scale, systemize, and simplify how you operate.
Yes, you'll still benefit. Even if you don't follow EOS methods, many of its elements - like strategy documents, quarterly and yearly plans, KPI tracking, and meeting rhythms - are universal best practices for any business. You can use what fits and ignore the rest.
Every business operation is unique. So we offer custom setup in the Scale tier. Our team will adjust this ClickUp template to fit your unique needs, build custom ClickUp workspace for you, and help integrate the apps included - saving you time and effort.
Absolutely. It’s designed to be modular and fully editable.
You’ll receive a welcome email, onboarding instructions, and your workspace link within 24 hours.
Yes, the template works with ClickUp's free plan. However, to unlock its full potential - including AI blocks, advanced charts, and automations - we recommend upgrading to a paid ClickUp plan.
Yes. Based on different plans, we have detailed, documentation, video walkthrough and live training.
We don’t have a fixed end date in mind for support yet. That means we’ll be here to help you for the long run - including in the years to come.
For the Scale plan, we offer a 30-day no-questions-asked refund - as long as customization hasn't started.
We help you build Scaleable, Replicable & Predictable business.
