Templates / Client onboarding
Template

Client onboarding template

Turn a signed client into a running project without the email chase. An intake form starts it, a checklist runs it, and the client sees progress the whole way.

Use this template →How templates work
Client onboarding

The board

Five statuses from signed to live. The cards are examples; your onboarding steps drop straight in.

Submitted
Intake form: Northwind
Kickoff
Kickoff call
Share access checklist
Setup
Create accounts
Import existing data
Waiting on client
Logins for hosting
Live
Welcome email sent

What's inside

Intake formAnswers map to task fields, so the form fills in the project for you.
Approval before tasksReview form submissions before they become tasks, if you want a gate.
Client guest viewThe client sees their onboarding progress, free, and nothing else.
Waiting on client limitSee at a glance when you are blocked on the client.
Go-live milestoneClient live, shown on the Gantt timeline with everything it waits on.
Starter rulesNudge work along as it moves. Edit or turn off any of them.

From signed to live

Four phases, linked with dependencies so Setup waits on everything the client owes you.

IntakeDay 1

  • Client fills in the intake form
  • Review answers
  • Confirm scope and contacts
  • Invite the client as a guest

KickoffWeek 1

  • Kickoff call
  • Collect logins and access
  • Agree on milestones
  • Share the plan on the board

SetupWeeks 1-2

  • Create accounts and workspace
  • Import existing data
  • Configure to their needs
  • Internal check

Go liveWeek 2

  • Walkthrough with the client
  • Hand over docs
  • Thirty-day check-in
  • ◆ Milestone: Client live

Starter rules

Rules run when a task is added or changes, or when a due date gets close. Rules that assign a person start out assigning you; pick the right teammate in Automations.

Whena task is added from the intake form, tag it Onboarding
Whena task moves to Waiting on client, set its due date to 3 days out
Whena due date is 1 day away, send me a heads-up

Questions

Can the client fill in a form?

Yes. Share the intake form; answers map to task fields and each submission becomes a task.

Can I review submissions first?

Yes. Turn on approval and submissions wait for you before they become tasks.

Does the client see my other clients?

No. Guests see only the projects you share with them.

Can I reuse this for every client?

Yes. Save your version as a template and start each new client from it.

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