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The client onboarding template in Teamwork helps you move new customers from signed agreement to active partnership with a clear, repeatable process. Instead of ad hoc checklists in spreadsheets, you manage tasks, owners, and timelines in one shared project.
You define stages for kickoff, implementation, and handover, then track each client as they move through those stages. Customer success and account teams see where every account sits, which reduces the risk of slow starts or missed expectations.
Because onboarding happens in Teamwork, you keep notes, assets, and configuration tasks together. That supports a smooth transition from sales to delivery and sets clients up for long term success.
What does the client onboarding template include in Teamwork?
The client onboarding template includes task lists for stages such as pre kickoff prep, discovery, implementation, and go live. Each task has a clear owner, due date, and status, which makes the onboarding plan easy to follow.
You use task descriptions and attachments to store contracts, briefs, and configuration details. This creates a single reference for each client where the team can see both what was agreed and what has been delivered.
Who is the client onboarding template designed for?
The template is designed for customer success managers, implementation leads, and account managers who guide clients through onboarding. It also helps sales teams hand off new wins to delivery in a consistent way.
By standardising the process, you reduce variation between accounts and give every client a structured experience. New team members can learn the process faster, because the steps are clear inside the template.
How does this template help me onboard new clients smoothly?
The template helps you onboard new clients smoothly by clarifying each step from contract signature to go live. You set expectations, share timelines, and assign tasks to both internal owners and client contacts.
Progress is visible at a glance, which helps you catch delays early. When a client is waiting on information or decisions, you see those tasks in the project and can follow up before the schedule slips.
How do I use this template to coordinate internal and client tasks?
You coordinate internal and client tasks by assigning them separately but holding them in the same project. For example, you might assign setup tasks to your team and data gathering tasks to client contacts.
Views filtered by owner or type show what your team needs to do versus what you are waiting on from the client. This keeps conversations grounded in a shared view of responsibilities and due dates.
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