pre onboarding

Pre-onboarding Customers Template

Provide customers and prospects a seamless experience with the Pre-onboarding customers template.

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* The template contains: Group of items, Person field, Tag field, Date field, and Status field with labels.

Everything you need to plan and execute the best pre-onboarding customers experience

Is tracking your prospects 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 create impactful pre-onboarding experience.

Use Plaky to:

Break the process into manageable phases

Share crucial information within your department

Track project performance

clients onboarding

Benefits of using Pre-onboarding customers template


Make your sales deal process more efficient. Make responsibilities clear with assigned tasks. Delegate tasks with due dates so it's clear who's tackling what to move the opportunity forward.

Unified guide

Save time by adding a step by step guide for your pre-onboarding process. Manage the entire process of your client’s onboarding, from the kick off meeting till the implementation and training on client’s end.

Pre-onboarding customers in three simple steps

project tasks

1. Dedicate a task for each step in the process

Task is where you place each activity from the pre-onboarding process in a form of an actionable step. You can plan and track everything there, from the kick off meeting till the implementation and training on client’s end.

tAssign a salesperson

2. Assign a salesperson

Let the people from your Sales team know who is responsible and for what. Assign them to task and have them manage prospects all the way from leads to closed deals, in the most organized way.

Track their progress and make sure clients are being supported all the way.

Status field

3. Mark urgent tasks with status field

Fields in Plaky can categorize your tasks in many ways. Distinguish what’s urgent with status field. Let team members know what needs to be done just by looking at the board.

Change status updates and let everyoone informed of the progress.

The features you’ll love in the Pre-onboarding customers template

Person field

Person Field allows you to assign tasks to your Team Members, or check who in your team is responsible for which task. Include people either as assignees or reviewers of a task, and track progress.

Owning a responsibility means people are more dedicated and productive when dealing with their assignments.

person field
Tag field

Tags field

It allows you to list a number of keywords that will appear as a tag. You will have the same pool of tags to choose from to assign to any of your items, for example like design, or sales referring to the type of work needed to be done for a specific task.

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