Manage the entire process of your customer onboarding process. Keep track of prospects with the Plaky Client onboarding template.Try template free
* The template contains: Group of items, Person column, Status column with labels, Date column, and Text column.
Is tracking the onboarding progress of new clients a challenge?
Do team members act according to the project objectives?
This template has the tools you need to unite the team around your plan and deliver the best process of acquiring new clients.
Break onboarding process into manageable phases
Share critical information within a department
Track project performance
Track each customer through every step of your sales process, from initial contact through to negotiation and closure. We’ve given you a workflow to get started, which you can modify according to your needs.
With lots of custom columns to choose from you can easily manage and then track progress of new leads, top accounts, or opportunities. Manage your sales pipeline and get the most out of your sales cycle.
Name your board and start planning your client’s management process from start to finish in one, centralized workflow.
Organize the groups of your board in phases and keep track off all client-related activities in one shared place.
Send invitations to all relevant people and do coordinated activities with ease by working on tasks together.
Assign them to tasks and know who is doing what, by making it clear to all team members what are their responsibilities.
Communicate in your task cards. @mention people or teams and share files. From clients portfolios and emails, to offers, presentations, reports and much more.
Streamline communication with everyone involved and let everyone stay in the loop.
Visualize your entire pipeline on a Kanban Board. Have your sales pipeline visually sorted by status plus drag and drop your tasks like sticky notes. By having your tasks sorted by relevance, you make your projects transparent, leaving almost no space for misinterpretation.
You can sort each Column according to some sort of criteria. This can help you organize your Board better and have a clearer overview of all the Items in the Board.