Client Management Template

Client Management Template Walkthrough

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?

Section 1

Overview

The overview section is the ideal place to provide an introduction to your shared workspace. There’s room to provide a high-level summary of your project, as well as introduce the project’s primary point of contact and the best ways to get in touch.

Editor

Section 2

Scope

In this section, lay out the specific goals or deliverables for the project. Provide full details with the option to embed a PDF or slide deck. The project scope’s prominent position in the workspace ensures maximum visibility, helping to keep your project on track and on budget. Having a well-defined project scope that both parties have signed off on is key to avoiding potential misunderstanding and conflict.

Editor

Section 3

Timeline

Task management couldn’t be easier. Once a project is underway, the timeline section can be updated in real time as project milestones are reached. Extremely valuable for either side of the transaction - individual team members can easily access their own to-do lists and project managers can assign specific tasks to individuals and include due dates and notes.

Mutual Action Plans

Section 4

Featured Deliverables

In this space, you can showcase completed work as it’s finished. Dock’s many included integrations make it easy to present the results of your hard work in vivid detail. You’ll have the option to embed a variety of media including images, video, slide decks, PDFs, and more.

Embedded Content

Section 5

Previous Deliverables

Help your client keep track of past deliverables or project milestones that have been completed. This section is a great tool for showcasing past successes you’ve had with a client and the great progress that has already been made. Similar to the previous section, Dock provides many integrations to help you present all the fantastic work you do.

Embedded Content

Section 6

Client Background

Include relevant background information on your new client for your internal project teams. For teams using the Dock workspace for internal project management, this section can provide useful information on each client to help inspire and inform creative elements of the project. A fuller understanding of a client’s background can help inform many different facets of a project.

Embedded Content

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.