All categories

Client Work Management Template

Our Client Work Management template will help you create a great client onboarding and management system that will ultimately increase client retention rates.
Client Work Management
Preview Template
Load Template


Struggling with client onboarding or retention? Infinity’s Client Work Management template is here to help you not only define and organize your client onboarding, but also design a client management system that will impress both your clients and your team.

The Client Work Management template will help you:

  • Build custom onboarding and work management processes.

  • Clearly define the structure of both onboarding and work management processes.

  • Organize, manage, and track the progress of all tasks.

  • Create a repeatable set of steps for your team.

  • Share the system with your clients for better transparency and collaboration.

  • Organize all of the projects, tasks, and data in a single place.

NOTE: This template is used in parts two and three of our free training for agency owners, consultants, and service providers. You can find the videos here:

Benefits of Using the Client Work Management Template

  • Establish a well-defined, organized system for client onboarding and work management.

  • Keep all goals, tasks, and projects related to a client in one accessible location.

  • Make it easy for your team to stay on top of their tasks.

  • Allow clients to participate in every part of onboarding and work management, increasing trust and transparency.

  • Store all resources, accounts, and assets in one place, eliminating the need for multiple tools.

  • Boost your onboarding and retention rates with a structured approach.

How to Use This Template

  • Read the instructions on how to best use the template in the Introduction folder. 

  • In the Onboarding folder, define and organize the onboarding process for your client. There are four phases with different tasks to go through, which you can adjust to your needs.

  • Set measurable objectives in the Goals folder and easily keep track of them through a timeline or using the Status label.

  • Create, manage and organize all of your initiatives in the Initiatives folder. Add descriptions and dates, and rate each initiative using the Effort and Impact ratings.

  • Break down initiatives into tasks and write them down in the Tasks folder.

  • Open up new tabs for each of your team members and then filter out their tasks according to Assignees, so that they can keep track of their own tasks at all times.

  • Use the Resources folder to store any important documents you need access to, and use Accounts to manage different tools you’re using. Upload different creative documents to the Assets folder.

  • From the Board Manager, turn on Board Sharing and easily share the board to your client.

This Client Work Management Template Best Works With:


exit button icon

Wait! Scale Your Business and Marketing
Operations with Our 360° Framework

360° Business Architect includes comprehensive lessons, frameworks, dedicated software, and one-on-one mentorship.

Get 360° Framework