Faster onboarding
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.
Generated tasks
Manual handoffs
Workflow
How this works in Taskingos
- Deal closed
- Project created
- Welcome form sent
- Kickoff tasks assigned
- Invoice drafted
Sales to delivery handoff
Keep the original customer, deal, and stakeholders attached to the onboarding project.
- Deal source
- Client owner
- Kickoff project
- Account tasks
Repeatable onboarding
Use templates and workflows to make every new client start with the same quality bar.
- Task templates
- Forms
- Files
- Timeline