Professional Services Client Hub Template

Share

Explore

Admin

[Checklist for Doc Setup]

Add Client Name to

All Company⁠

under row 1. This is used on other pages.

Possibly delete

Coda Education⁠

for Enterprise clients (they already have this page through their CSM)

Enter Key stakeholders on

Squad⁠

⁠

Copy Solutions Proposal to

Broken link⁠

⁠

Update

Broken link⁠

(pulling from your solutions proposal)

Cross-doc Client project tasks to

Broken link⁠

⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.