A branded onboarding workspace for marketing, creative, and consulting agencies running multi-week kickoffs. Capture client goals through an intake form, generate a tailored 30-day plan with an AI agent, and walk every new account from signed SOW to first deliverable in Taskade.
What's Included
- Client Intake Form: Goals, brand assets, key stakeholders, and access credentials captured in one form
- Kickoff Checklist: Discovery call agenda, contract acknowledgment, and asset handoff tasks
- Milestone Tracker: Stages from Contract Signed → Kickoff → First Deliverable → 30-Day Review on a Board view
- Welcome Plan Agent: AI agent reads the intake form and drafts a personalized 30-day onboarding plan in seconds
- Status Automation: When a milestone moves to "At Risk," an automation DMs the account lead in Slack with context
Why This Template Wins
- Branded portal, not a doc: Publish this workspace on your agency domain with single sign-on so every client lands on a portal that feels custom-built — most onboarding templates ship as a Word doc you have to email
- Memory across engagements: Every kickoff feeds the agency's portfolio database, so the Welcome Plan Agent gets sharper with each client onboarded
- No copy-paste plans: The agent reads each intake form and writes a plan tailored to that client's industry, goals, and budget — no more sending Client B the deck you wrote for Client A
How to Use
- Clone this template into your Taskade workspace
- Customize the intake form fields to match your discovery questions and brand assets list
- Send the intake form link to new clients via Gmail integration when the SOW is signed
- Train the Welcome Plan Agent on your service offerings and past plans
- Set up automation triggers so milestone slips alert the account lead automatically
FAQ
Can clients fill out the intake form without a Taskade account?
Yes. Publish the intake form on your own domain or share it as a public link — clients submit responses without ever creating a Taskade login. Form responses populate the project automatically and trigger the Welcome Plan Agent.
Does this work for retainer-style ongoing engagements?
Yes. Use the kickoff stages once, then reset the milestone tracker each month or quarter. The Welcome Plan Agent can re-run on the same client to draft a new quarterly plan based on past deliverables stored in Memory.
What plan do I need to publish a branded portal?
Custom domains and single sign-on are available on Pro ($16/mo annual) and above. Free and Starter clone the template but share via standard Taskade links. The intake form and AI agent run on every plan.
CTA
Try this template free in Taskade. For step-by-step setup, see /learn/genesis/genesis-faq. To generate a custom agency portal from a prompt, try the AI Client Portal Generator. Browse more agency apps in the Community Gallery.