Templates jumpstart every customer engagement with ready-made phases, tasks, and AI guidance. They save setup time, enforce best practices, and evolve with your business.
Mix and match
Apply multiple templates to a single customer (for example, Prospect + Enterprise Onboarding) to cover end-to-end journeys without manual rebuilds.
Template Library
Prospect Templates
Prospect Engagement
- Purpose: Standard evaluation and assessment workflow for qualified leads.
- Structure: Single evaluation phase with built-in discovery, demo, ROI, and stakeholder alignment tasks.
- Ideal for: Guiding prospects through buying decisions while capturing intent signals 24/7.
Onboarding Templates
| Template | When to Use | Key Phases |
|---|---|---|
| Enterprise Implementation Suite | Complex rollouts with many stakeholders | Discovery & Planning, Configuration & Integration, Testing & Go-Live |
| Data Migration Project | Customers migrating large or sensitive datasets | Assessment, Design & Development, Execution & Validation |
| Multi-Department Rollout | Cross-department or multi-location deployments | Central Planning, Department Adaptation, Phased Deployment |
Active Customer Templates
Active Customer Success
- Purpose: Maintain momentum post-launch and surface expansion opportunities.
- Highlights: QBRs, adoption reviews, health score checkpoints, and strategic planning prompts.
Adaptive Behavior
Stage-aware automation
Templates automatically adjust timelines, phase visibility, and AI prompts based on the customer's lifecycle stage and metadata.
- Stage-appropriate tasks: Prospect portals focus on evaluation, while active accounts see adoption and growth tasks.
- Dynamic timelines: Due dates, reminders, and cadences align with customer size, segment, or critical milestones.
- AI guidance: Embedded instructions evolve as customers move from discovery to value realization.
Working with Templates
Start a New Project
Open the Project Wizard and navigate to Project Structure to view available templates.
Select One or More Templates
Combine templates when customers move through multiple lifecycle stages.
Review the Generated Plan
Preview phases, tasks, and timelines. Adjust sequencing or remove items that don't apply.
Customize for the Customer
Add or edit tasks, update copy, and configure automations to reflect unique requirements.
Publish the Portal
Finalize the structure, run the readiness check, and launch to deliver a polished experience.
Iterate Over Time
Capture learnings, refine templates, and roll updates into future engagements.
Business Impact
- Instant best practices codify what works across your most successful engagements.
- Consistent delivery ensures every customer receives the same high-quality experience.
- Rapid setup reduces portal build time from hours to minutes.
- Standardized onboarding prevents critical steps from being missed.
- Continuous improvement allows teams to refine once and benefit across every future project.
Need governance controls and publishing workflows? Continue to Template Management.