A CRM for service teams managing client onboarding from signed contract through full activation in Taskade.
What's Included
- Onboarding Pipeline: Stages from Contract Signed to Fully Activated
- Kickoff Checklist: Discovery call, access provisioning, and training sessions
- Milestone Tracker: Key handoff dates and success criteria per client
- AI Agent: Generates personalized onboarding plans and drafts welcome emails
How To Use
- Clone this template and add new clients as they sign
- Move clients through onboarding stages in Board view
- Use the AI agent to generate tailored onboarding checklists
- Track milestone deadlines in Calendar view
- Automate welcome emails with workflow triggers
Explore more onboarding tools in the Community Gallery.