Client Implementation Template Set

By Smartsheet

With the Client Implementation template set, you can manage customer implementations from handoff through project completion and provide visibility into team deliverables.

Capabilities

  • Streamline your client implementation handoff from sales with a form to capture key project details
  • Organize each project in a detailed timeline
  • See a real-time overview of your client projects and metrics in the Implementation Team dashboard
Template Set Flow Chart - Client Implementation