Databases template

Client onboarding and access tracker

Take a new client from kickoff to ready-to-start by tracking every access request, requirement, owner and blocker in one list.

Industry
Agencies, Technology-Oriented Consulting, IT Services, MSPs and Dev Shops
Team
Client services
Use case
Client onboarding
Tags
Client delivery Engagement planning

Template preview

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All records table — actual database screenshot

Overview

What this template supports

An onboarding database for teams that start work with new clients. It tracks each requirement by workstream, client owner, internal owner, required date, system, access level, verification method and evidence. It includes a complete table view, a status board and saved views for client actions, internal readiness and blocked launch items.

  • Status board from request to verified
  • Client action list
  • Access level and verification tracking
  • Evidence file field on each requirement

How to use this template

  • Review the workflow

    Confirm the stages from Not started to Complete and the label options match how your team works.

  • Plan your records

    Decide which clients, requirements, owners and required dates your team needs to track.

  • Decide who has access

    Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.

Frequently asked questions

What does Client onboarding and access tracker help me do?

Take a new client from kickoff to ready-to-start by tracking every access request, requirement, owner and blocker in one list.

What is included in this template?

It includes Status board from request to verified, Client action list, Access level and verification tracking and Evidence file field on each requirement.

Who is this template designed for?

It is designed for Client services teams working in Agencies, Technology-Oriented Consulting and IT Services, MSPs and Dev Shops.

What should I review before using this template?

Confirm the stages from Not started to Complete and the label options match how your team works. Decide which clients, requirements, owners and required dates your team needs to track.

How can I explore the template?

Browse the table and Kanban screenshots to compare the views and inspect how records are organized.