Client Management Template
Client Management Template
Improve how you manage client relationships, and keep projects on track and moving forward with this free client management template.
Who this template is for
Customer success teams, account managers, and sales reps who need a centralized space to track client relationships, share key information, and keep communication seamless.
What this template is for
Managing client relationships more efficiently by organizing all client-related information in a single easy-to-access workspace. This template helps teams track client interactions, store important documents, align on goals, and ensure that every client gets a consistent and high-quality experience leading up to renewal.
How to use this template
- Sign up for a free Dock account to get started.
- Create a new workspace and select the Client Management Template.
- Customize the template to match your business’s workflow, adding client-specific sections, branding, and key resources.
- Save your customized version as a new template for future use.
- Create a dedicated workspace for each client to centralize all their account details, communication, and shared files.
- Introduce your client to the workspace early in the relationship to set expectations, align on goals, and create a single source of truth for collaboration.
- Keep updating the workspace with meeting notes, project updates, and key documents to maintain transparency and drive engagement.
What’s in this template?
Summary
The summary section will include a table of contents and a general introduction. Additionally, highlight the customer team that will serve as points of contact for the project.
Success Plan
This page is broken down into a number of sections, beginning with an executive summary that highlights how this joint success plan will set both teams up for a successful partnership. Also include key stakeholders, product roles, the tech stack, potential challenges and solutions, and key milestones.
Renewal
Here, outline the previous contract agreement in addition to the updated proposal. Make sure to include a PDF of the contract in addition to a renewal recommendation.
Business Reviews
This section will include the previous quarter’s business review alongside key recommendations and takeaways. Also include PDFs of previous reviews for convenient access. Lastly, include an annual business review which spotlights the executive summary, business objectives, financial performance, challenges and issues, and key learnings.
Meeting Recaps
Keep previous meetings accessible with a section featuring recordings of prior meetings, with each one handily summarized with a meeting purpose, key takeaways, and next steps.
Product Spotlight
Use this section to outline how, exactly, your product works. Include video demos, screenshots, and success stories. Include additional product demos when relevant.
Resource Center
Here, offer all available resources to help your client understand your business. Include PDFs that walk through admin setups, dashboard setups, employee and management guidelines, and calendar workflows. Demo videos for products should also be deployed, in addition to a product roadmap. Feature articles that highlight best practices and videos that reiterate said practices.
Product University
This section will include all necessary information for your client to understand your brand and collaborative project. Feature a getting started guide and helpful resources. Outline the simplest way to scale usage and an advanced guide to best practices.
Why use Dock’s Client Management Template?
Dock’s client management template is the easiest way to keep your client relationships organized, transparent, and efficient.
With Dock, you can create a dedicated workspace for each client—giving them a single place to access project updates, key documents, meeting notes, and next steps. No more scattered emails or lost attachments. Everything is streamlined in one place.
Dock’s intuitive editor lets you customize each client’s workspace—embedding videos, linking forms, and structuring content in a way that works for both you and your client. Plus, with Dock’s engagement tracking, you’ll always know when a client has viewed key documents, clicked on links, or revisited the workspace—helping you gauge their level of interest and engagement.
With Dock’s template system, you can create reusable, customized templates that scale with your business. Whether you're managing a handful of clients or hundreds, you can standardize your process while keeping each workspace personalized.
Here’s what else the client management template can do for you:
Keep client relationships organized
- Centralize all client communication, documents, and resources in one place
- Provide a self-serve hub such that client service and client needs are always prioritized
- Reduce email back-and-forth by keeping everything updated in a shared project tracker
Personalization at scale
- Use customizable templates to standardize client onboarding, integration, account management, and client retention
- Tailor each workspace with client-specific goals, milestones, and resources
- Maintain consistency and functionality across client interactions without sacrificing a personal touch
Improve collaboration and visibility
- Keep internal and external teams aligned with shared updates and action items
- Track client engagement to see who’s interacting with key materials
- Provide a seamless, professional experience that makes working with you easier
Dock’s client management template takes the friction out of these working relationships so you can focus on delivering value, not chasing down emails.
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How do I use this template?
Sign up for Dock for free, create a new workspace, and select the Client Management Template. Customize it to fit your workflow, save it as a reusable template, and create a dedicated workspace for each client.
Is this template free?
Yes, Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.
Can I modify this template?
Yes, you can make your own copy of the template and modify it however you like. You can also adjust it for each client to personalize their experience.
Can I personalize this template for every client?
Yes. Each time you create a new client workspace, you can customize the content, branding, and structure to match their specific needs.
Can I share this template with my team?
Yes. You can keep templates private or share them across your team. Dock lets you control visibility settings, so only the right people have access.
What is a client management template?
A client management template is a structured workspace designed to keep all client-related information in one place. It helps teams track interactions, store documents and worksheets, manage timelines, strategize on everything from social media plans to sales pipelines, and collaborate efficiently. A good template ensures that no important details get lost and that every client receives a consistent, high-quality experience.
What’s the difference between a client management template and a CRM?
A CRM is a database that stores client data, while a client management system or template in Dock is a client-facing workspace where you actively collaborate with clients, share documents, and manage relationships in real time. Think of it as the difference between tracking information behind the scenes and actually working with clients.
Can I integrate Dock’s client management template with my CRM?
Yes, Dock workspaces can complement Salesforce and HubSpot. Use Dock to manage client collaboration, then sync key details back to your CRM template or CRM software. Many users link Dock workspaces within their CRM records for easy access.
What should you include in a client management template?
- Client contact details and key stakeholders
- Meeting notes and action items
- Management plans and key metrics
- Shared documents and resources
- Sales processes and marketing campaign strategies
- Project timelines and milestones
- A section for ongoing communication and updates
When should you use a client management template?
Use a client management template when working with multiple clients and need a consistent way to track progress, share updates, and collaborate on ongoing projects. It’s especially useful for customer success teams, account managers, and B2B service providers.
Client management best practices & tips
- Keep everything in one place: Store all client-related files, updates, checklists, pricing outlines, and notes in a single Dock workspace to avoid scattered information.
- Standardize but personalize: Use a template to ensure consistency and effective client management, but customize each workspace with client-specific details.
- Use engagement tracking: Dock’s analytics show when clients interact with key materials, helping you gauge their interest.
- Make it easy to access: Clients shouldn’t have to dig through emails for important documents—everything should be in one link throughout the lifecycle of the project.
Client management mistakes to avoid
- Relying on email alone: Important details get lost in endless threads. A shared workspace keeps everything organized.
- Ignoring updates: Keep client workspaces fresh by updating them with new insights, files, and next steps.
- Not setting expectations: Use Dock’s workspaces to outline clear goals, responsibilities, and next steps so everyone stays aligned.
How to share a client management template internally
In Dock, you can create and save team-wide templates so everyone follows the same process. Admins can control visibility settings plans, ensuring the right people have access while keeping sensitive information private.
How to share a client management template with clients
Introduce the workspace early in the relationship—ideally after the first kickoff call. Make it clear that this is their go-to place for a roadmap, updates, documents, next steps, and follow-up plans. Continue linking back to the workspace in emails and meetings to keep everything centralized.
How do I create a client management process?
A strong customer relationship management process starts with organization. Use a structured template in Dock to centralize communication, track interactions, store key documents, and set a clear project plan for all potential clients, referrals, and new clients. Standardize your process across clients while keeping room for customization.
How does this template help with client onboarding?
The Client Management Template provides a dedicated space for onboarding materials, step-by-step guides, and progress tracking for new clients. Dock’s shared workspaces help new clients get up to speed and streamline the integration process quickly without back-and-forth emails.
How do I keep client information secure in Dock?
Dock allows you to control who has access to your workspaces and templates. You can keep workspaces private, limit access to specific team members, and ensure that only the right people see client information.
Can I set up automated reminders in my client management template?
Dock doesn’t have built-in automation for reminders, but you can manually update timelines and set clear next steps for clients. Many users pair Dock with project management or CRM tools for automated task tracking.
What’s the best way to introduce this workspace to a client?
- During your kickoff call, share the Dock workspace as their go-to hub for all task management and team collaboration.
- Explain its purpose—a centralized space for documents, to do lists, updates, work management, and communication.
- Encourage engagement by linking back to the workspace in emails and meetings.
- Showcase and upsell its value—highlight where to find key documents, timelines, and next steps to ensure all parties are set up to excel.
Can I use this template for internal account management as well?
Yes! Many teams use Dock’s client management template internally to track client progress, collaborate on renewals, and align sales and customer success teams.
What industries benefit from a client management template?
Any business that works directly with clients can use this template, including:
- B2B SaaS & tech companies (for customer success & account management)
- Marketing & creative agencies (for tracking client projects and approvals)
- Consulting firms (for managing client deliverables and communication)
- Freelancers & service providers (for organizing client work in one place)
Can I create multiple templates for different types of clients?
Yes. Dock allows you to save multiple versions of templates tailored to different client types, industries, or service tiers.
What are some alternatives to using a client management template?
Many teams rely on spreadsheets, email threads, phone calls, or project management tools, but these can quickly become disorganized. Dock’s client management template provides a structured, easy-to-use alternative that keeps everything in one place while helping to build relationships, customer loyalty, and customer satisfaction.
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