An enterprise onboarding workspace for B2B sales and customer success teams handling six- and seven-figure deals. Run security review, draft a mutual action plan, give buyers a single sign-on portal, and let an AI agent generate board-ready status reports in Taskade.
What's Included
- Security Review Checklist: SOC 2 questionnaire, DPA acknowledgment, IT access provisioning on a Board view
- Mutual Action Plan: Joint timeline of buyer + seller commitments with named owners on a Gantt view
- Stakeholder Database: Decision makers, technical buyers, end users, and economic buyers in a Table view with engagement scores
- Status Report Agent: AI agent reads progress data and drafts a steering-committee-ready PDF with executive summary, milestones, and risks
- OIDC Portal: Publish the workspace on your own domain with single sign-on so the buyer's team logs in with their corporate identity
Why This Template Wins
- Buyer's procurement loves you: Single sign-on (OIDC) and audit logs satisfy enterprise security review without you sending a 40-page PDF — most onboarding tools fail this in week one
- Mutual action plan visible to both sides: The Gantt view shows seller AND buyer commitments side by side, so when procurement is delayed it's clear that the timeline slipped because of their legal review, not your delivery
- Status reports write themselves: The Status Report Agent turns workspace data into a board-ready PDF every Friday — saves your CSM 2-3 hours of weekly reporting
How to Use
- Clone this template into your Taskade workspace
- Configure single sign-on / OIDC for the buyer's identity provider — Okta, Azure AD, Google Workspace
- Build the mutual action plan in Gantt view with buyer and seller swim lanes
- Train the Status Report Agent on your reporting format and voice
- Set up automation triggers for milestone alerts and weekly status emails
FAQ
Does single sign-on work with our buyer's Okta or Azure AD?
Yes. Genesis OIDC supports Okta, Azure AD, Google Workspace, and any standard OIDC-compliant identity provider. Configuration takes 10-15 minutes once you have the buyer's IDP metadata.
Can buyer-side users edit only their own commitments?
Yes. 7-tier role-based permissions let you grant the buyer's project sponsor edit access to their lane while keeping the seller-side and audit log read-only.
What plan unlocks OIDC and audit logs?
Custom domains and audit logs are on Business ($40/mo) and above. Enterprise ($400/mo) adds SLA, dedicated support, and additional compliance features.
CTA
Try this template free in Taskade. For OIDC setup, see /learn/genesis/genesis-faq. To generate a custom enterprise portal, try the AI Client Portal Generator. Browse enterprise apps in the Community Gallery.