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Map your client workflow once. Run it perfectly every time.
Everything your client workflow needs, built into one template
Client tasks for every stage
Ask clients to fill out intake forms, upload required assets, sign contracts, pay invoices, and complete approvals, all inside their portal and built directly into the template.
Internal team tasks included
Assign tasks to your team for reviewing submissions, setting up accounts, migrating data, or kicking off internal processes. Client and team tasks live in the same workflow.
Show clients your progress
Structure your template around the real phases of your work, from onboarding through implementation and delivery. Clients always know what's coming next.
Automations built in
Attach automations to your template to handle task activation, due dates, reminders, and notifications. The process runs itself from the moment a project is created.
Portal pages specific to the project
Every client gets the same consistent, branded experience with the right pages, resources, and embedded tools ready from day one.
Set up fast with AI
Describe your process or paste in existing documentation and LaunchBay's AI task builder instantly generates your tasks, stages, and forms.
How teams use LaunchBay project templates
From signed contract to active project in minutes
The moment a deal closes, your template does the heavy lifting. Client intake forms, asset requests, contracts, and kickoff tasks are already built in and ready to go.
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Migrate your process to LaunchBay in minutes, not weeks
Paste in your existing process documentation, describe your workflow, or select from common project types, and LaunchBay instantly generates all the tasks, stages, and forms you need.
A consistent process for every type of client work
Templates aren't just for onboarding. Use them to manage software implementation projects, creative deliverable workflows with feedback and revision rounds, campaign launches, and ongoing retainer work.
Standardize your process so every client gets your best work
The best client experiences aren't accidental. They come from a defined process run consistently. Templates lock in your best workflow so every client gets the same structured, professional experience regardless of who on your team is running the project.
Keep exploring LaunchBay's features
Automations
Connect automations to your templates to activate tasks, trigger reminders, and send notifications at exactly the right time in the workflow.
Client Portals
Projects created from templates are accessible in branded, loginless portals where clients see their progress, complete tasks, and track what's next.
Client Tasks
Build client-facing tasks into your templates with forms, file uploads, contracts, approvals, and payments so clients always know exactly what they need to do.
