# Client Onboarding Board Template - Kanera

> Move a new client from internal handoff through setup, training, go-live, and follow-up. See the lists, custom fields, labels, checklists, and automations this free Kanera workspace template sets up.

Canonical page: https://www.kanera.app/templates/client-onboarding

[All board templates](https://www.kanera.app/templates) 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](https://board.kanera.app/signup?template=client-onboarding)[Preview the workflow](#workflow-preview)

## What it does

Coordinates the internal handoff, kickoff, configuration, training, go-live, and post-launch follow-up in one workflow.

## Features of this template

- Client, owner, health, and go-live fields
- Kickoff and readiness checklists
- Automatic follow-up and completion

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.

01 Internal Prep 1

Access Billing

Prepare the client handoff

02 Kickoff 1

Training

Run the client kickoff

03 Setup 1

Access Data

Configure access and data

04 Training

05 Go Live 1

Access Training

Confirm go-live readiness

06 Follow-up

07 Complete

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

Field Type Options

Client Text Free entry

Account Owner Person Free entry

Go-live Date Date Free entry

Health Select On Track Needs Attention At Risk

Contract URL URL Free entry

### Labels

5 ways to classify work

Access Data Training Billing Blocked

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.

More starting points

## Compare another workflow.

[Development Team Plan product work, bugs, QA handoffs, and releases for an engineering team. See the template](https://www.kanera.app/templates/development-team)[Marketing Coordinate campaigns, creative production, publishing, approvals, and launch reporting. See the template](https://www.kanera.app/templates/marketing)[Simple Todo A lightweight workflow for personal work, small teams, admin tasks, and quick follow-ups. See the template](https://www.kanera.app/templates/simple-todo)

[View all templates](https://www.kanera.app/templates)

## 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.

[Use this template](https://board.kanera.app/signup?template=client-onboarding)[Browse all templates](https://www.kanera.app/templates)

No card required, 30-day Pro trial, free plan available after it

## Machine-readable resources

- [Kanera AI index](https://www.kanera.app/llms.txt)
- [Kanera documentation index](https://www.kanera.app/docs/llms.txt)
- [Agent discovery guidance](https://www.kanera.app/agents.md)