1Start with structure
Sales to delivery handoff
Keep the original customer, deal, and stakeholders attached to the onboarding project.
Solution
Client onboarding that starts the second a deal closes.
Convert closed deals into onboarding projects, kickoff checklists, client forms, welcome tasks, and first invoices automatically.
2.4dFaster onboarding18/clientGenerated tasks-62%Manual handoffs
What this page gives you
A practical operating model, not vanity metrics.
Client Onboarding should tell a buyer what they can actually run in Taskingos: the records they need, the handoffs the team owns, and the reports that show what needs attention.
Example workflow
A simple model for how this process can move through Taskingos.
1. Deal closed
Start client onboarding with the record, request, customer, or task context the team needs before work moves.
2. Project created
Use this stage to collect context, update status, and keep client onboarding moving through the workspace.
3. Welcome form sent
Use this stage to collect context, update status, and keep client onboarding moving through the workspace.
4. Kickoff tasks assigned
Make the owner and decision point explicit so the handoff does not disappear into chat, email, or a spreadsheet.
5. Invoice drafted
Close the loop with owner accountability, saved views, and reporting so the next action is visible.
Sales to delivery handoffSales to delivery handoff
Keep the original customer, deal, and stakeholders attached to the onboarding project.
- Deal source
- Client owner
- Kickoff project
- Account tasks
Repeatable onboardingRepeatable onboarding
Use marketplace starter apps and workflows to make every new client start with the same quality bar.
- Task patterns
- Forms
- Files
- Timeline
What data must the team trust for this workflow?
Client Onboarding should become visible through concrete records, task ownership, stage movement, and operating reports.
Who is responsible when the work changes stage?
Client Onboarding should become visible through concrete records, task ownership, stage movement, and operating reports.
Which saved views make the next action obvious?
Client Onboarding should become visible through concrete records, task ownership, stage movement, and operating reports.
Which signal proves the workflow is healthier?
Client Onboarding should become visible through concrete records, task ownership, stage movement, and operating reports.
FAQ
What does Client Onboarding help with?
Convert closed deals into onboarding projects, kickoff checklists, client forms, welcome tasks, and first invoices automatically.
How is this different from a standalone tool?
Client Onboarding connects the workflow to shared records, owners, tasks, and reports instead of creating a separate place for the team to check.
Can the workflow be customized?
Yes. Start with deal closed, then adapt fields, stages, owners, saved views, and reports such as faster onboarding.
Put this workflow live in your workspace.
Start from a proven pattern, then tailor the records, tasks, automations, and reporting to how your team works.