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Client Onboarding workspace

Client Onboarding template. A complete workflow, ready to adapt.

Customer success and implementation teams bringing new clients from signed contract to adoption.

Use this template Preview the workflow
Workflow stages
7
Custom fields
5
Labels
5
Automations
3
Checklists
2
Workflow preview

See how work moves from Internal Prep to Complete.

The template creates a board named Onboarding with the stages shown below. Included sample cards demonstrate how the workflow is meant to be used.

Built-in structure

The context your team needs, already attached.

Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.

Custom fields

5 fields included

FieldTypeOptions
ClientTextFree entry
Account OwnerPersonFree entry
Go-live DateDateFree entry
HealthSelectOn TrackNeeds AttentionAt Risk
Contract URLURLFree entry

Labels

5 ways to classify work

AccessDataTrainingBillingBlocked

Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.

Repeatable execution

The process does more than organise cards.

Reusable checklists standardise important work while editable rules handle routine workflow updates.

Checklist templates

Client kickoff

  • Confirm goals and success measures
  • Introduce the delivery team and owners
  • Agree the timeline and communication cadence
  • Confirm required access, data, and dependencies

Go-live readiness

  • Complete configuration and data checks
  • Confirm user access and permissions
  • Deliver training and support guidance
  • Agree the go-live owner and escalation path
  • Schedule the post-launch check-in

Workspace automations

  • When a card enters "Kickoff", apply the "Client kickoff" checklist.
  • When a card enters "Go Live", apply the "Go-live readiness" checklist.
  • When a card enters "Complete", mark it complete.
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Open the Client Onboarding workspace
with the structure already in place.

Sign up and choose Client Onboarding during onboarding. Rename, add, or remove anything afterwards.

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