Sales
Client Onboarding Template
Client onboarding process in 5 stages — from contract signature to go-live — with structured kickoff, setup, training and handoff.
5 stages · SLA: 1-5 dias por etapa
Free. No credit card. Setup in minutes.
Process stages
1
Kickoff and planning
2
Account setup
3
Data migration
4
Training
5
Go-live and handoff
Included fields
- Company name
- Contracted plan
- Customer success manager (CSM)
- Contract date
- Expected go-live date
- Client stakeholders
- Integration requirements
- Migration status
- Completed training
- Post-onboarding NPS
Automations
- Welcome email to client
- Automatic kickoff task creation
- Go-live deadline alerts
- Post-onboarding NPS form
- Support team handoff notification
How it works
1
Create your free account
Sign up in less than 1 minute. No credit card, no commitment.
2
Install the template
Find it in the marketplace and install with one click. All fields and automations come pre-configured.
3
Start using it
Open your first case and track the process from start to finish with timeline and traceability.
Start using this template now
Client onboarding process in 5 stages — from contract signature to go-live — with structured kickoff, setup, training and handoff.
Free. No credit card. Setup in minutes.