Client Onboarding template
A repeatable onboarding runbook from kickoff to go-live and the 30-day review, with owning teams, blockers and doc links.
Customer success and implementation teams onboarding new accounts.
- 5 views
- 13 fields
- 4 groups
- 13 sample tasks
- 2 milestones
- 13 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 2 automations
Runbook · Gantt view · opens first
What's included
Kickoff and contract, provisioning, data import, integrations, training and a go-live milestone, followed by a 30-day health review. Each step has an owning team (Sales, Customer Success, Engineering), a blocked flag and a link to the runbook it follows. The dependencies keep the go-live date honest: a blocked data import visibly pushes training and go-live. Run it once per client and the calendar shows every go-live at a glance.
Views
- Runbook (Gantt)
- Steps (Table)
- Checklist (List)
- Board
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Planned cost
- Actual cost
- Owning teamcustom
- Blockedcustom
- Runbookcustom
- Client contactcustom
Groups
- Kickoff
- Setup
- Training
- Go Live
Dashboard
- KPIs
- Upcoming milestones
- Overdue tasks
- Group progress
- Assigned to me
Automation
- Notify when a task becomes overdue
- Notify when a task is completed
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
13 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Internal handover from salesKickoff
- Kickoff call with clientKickoff
- Contract countersignedKickoff
- Historical data importSetup
- Admin training sessionTraining
- Go-live readiness checklistGo Live
- Client go-liveGo Live · feeds 2 tasks
- First-week check-inGo Live
3 more linked steps between these. Delay Internal handover from sales and Depentra shows the 12 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Client Onboarding
Use the Client Onboarding template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.