Tasksession Client Workspace Provisioning (Onboarding)

Tasksession Client Workspace Provisioning (Onboarding)

1. 01

   Confirm the vendor cost basis before provisioning any client workspace

   Check the published pricing tiers: Starter at $4.92/month on annual billing (unlimited users, 1 domain license, 1 year support and updates) or the Founder Plan at $249 one-time (pay once, use for 5 years, managed setup and deployment). Treat this as your cost, not the client price. The homepage states a flat fee with a 76% OFF promotion valid until Oct 15, 2026.

2. 02

   Deploy Tasksession on agency-controlled infrastructure and apply full white-label branding

   Use the 100% white-label capability to replace the logo, colors, and domain so the client sees only your agency's brand. Because setup complexity is low, validate project tracking, CRM, and client portal features before onboarding anyone.

3. 03

   Load client and lead contact data into the CRM deal pipeline

   Create the first project with tasks, milestones, and deadlines. Map the client's core workflow into project templates and task boards so delivery starts from a repeatable structure rather than a blank workspace.

4. 04

   Configure the white-label client portal for project status and payment visibility

   Set up the portal so the client can view project status, milestone progress, and invoices. Confirm the portal reflects your agency branding and the client's custom domain before sharing access.

5. 05

   Enable invoicing and time tracking against the client's billing model

   Create milestone-based invoices and turn on time and attendance tracking so billable hours map to the retainer or project fee. Verify that invoice totals pull from tracked time where the client contract requires it.

6. 06

   Activate team collaboration and AI-powered task automation

   Turn on real-time team chat and email tracking for the delivery team. Configure the AI assistant to automate task assignment and status updates so the agency does not manually chase every deadline.

7. 07

   Train the client team on portal usage and record the session

   Deliver a recorded walkthrough covering task management and portal usage. Store the recording in the client workspace so new client staff can self-onboard without a second agency call.

8. 08

   Run a pre-handoff check on branding, access, and billing before the first client login

   Confirm the domain resolves to the white-labeled instance, the client portal shows correct project and invoice data, and the CRM pipeline reflects the signed deal. Hand the workspace to the delivery lead only after these pass.