Everything you need to plan and track clients and prospect

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.

Use Plaky to:

Break onboarding process into manageable phases

Share critical information within a department

Track project performance

Benefits of using Client onboarding template

Track sales,
step by step

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.

Never miss
sales opportunity

With lots of custom fields 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.

Client onboarding in three simple steps

1. Dedicate a board for your project

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.

2. Invite team members

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.

3. Send messages & files

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.

The features you’ll love in the Client onboarding template

Kanban view

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.

Sort

You can sort each Field 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.

Explore Plaky more and do more

Discover versatile tools and resources that can help your team plan and execute the best onboarding processes.

Plaky Features

Project management hub