FOR CLIENT SERVICES BUSINESSES

Make the leap from setup to scale, faster

Built for client services with 50+ employees, our onboarding helps you implement correctly, streamline client delivery, and improve utilization and profitability from day one.

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30 DAY TRIAL

NO CREDIT CARD REQUIRED

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Implementation services that cut through chaos to help you scale (and deliver) in no time

Getting Started onboarding

  • Start strong with a structured onboarding experience

  • Built for small- to mid-size businesses beginning to scale

  • Includes pre-built workflow templates, multi-client project setup, and self-paced onboarding with expert support

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Success onboarding

  • Designed for client services businesses with 50+ employees

  • Perfect for teams managing growing operational complexity

  • Includes milestone sessions, workflow alignment, and optimization of delivery, resource planning, and utilization tracking

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Premier onboarding

  • For larger businesses requiring fully customized implementation

  • Configure your workspace with weekly expert-led sessions that ensure a smooth, proven rollout

  • Includes guidance on tailored workflows, advanced reporting, profitability tracking, and integrations across your tech stack

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Supporting your business as you scale beyond onboarding

Onboarding that helps you implement with confidence

Roll out Teamwork.com across multiple teams, clients, and services with structured onboarding, role-based training, and scalable frameworks.

Professional services with robust technical execution

From CRM integrations to time tracking and billing workflows, let us handle migrations, custom setups, and API integrations for client operations.

Customer success that drives long-term value

Work with experts who understand your key KPIs like utilization, billable hours, and client profitability, helping you continuously optimize performance.

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Set your team up for success

Accelerate adoption, streamline your workflows, and get value from Teamwork sooner. Our onboarding packages are designed to help teams launch with confidence, whether you need expert guidance or hands-on support.

Power Sessions

Pay-as-you-go product training, available on demand whenever your team needs it.

FROM
&250
/hour
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Live sessions with a Teamwork.com support specialist

Interactive sessions tailored to your real use cases

Recording included so you can share with your wider team

Success

Best for growing businesses needing structured onboarding and operational alignment.

&2,500
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4 CSM milestone sessions

Workflow and best practice recommendations

Assisted imports

Clients, projects, tasks, and timelogs migration services

Premier

Best for large businesses requiring full implementation, custom workflows, and rollout support.

&7,500
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Weekly onboarding calls (6-12 weeks)

Hands-on configuration and rollout

Role-based enablement

Assisted and bespoke imports

All templates, plus custom API scripting migration services

Getting Started

Best for small businesses starting to structure client delivery processes.

Free
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On-demand onboarding and best practices

Live expert Power Hours

Teamwork Academy and help center access

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Frequently asked questions

What’s the value of relying on Teamwork.com for onboarding services?

Using Teamwork.com’s tailored onboarding services helps your team prevent misalignment, avoiding additional work in the long term and ensuring your entire team is supported during the most critical stage of adoption.

What can I expect from the onboarding process?

Onboarding is a collaborative process. Our Teamwork.com experts act as guides, but your team will be involved in the configuration and rollout to ensure it matches your business—we’ll do the heavy lifting on the expertise side, while your team will be hands-on in configuring workflows so the setup reflects your real processes.

What are the differences between each onboarding package?

The Getting Started package relies on self-led onboarding with curated content, templates, and access to pooled support. The Success package involves digital onboarding plus guided CSM checkpoint sessions to help your team stay on track and implement Teamwork.com correctly. The Premier package includes weekly specialist-led sessions to build the right workflows, configure your workspace correctly, and guide your team through a proven, structured rollout.

Is Teamwork.com onboarding suitable for companies with 50+ employees?

Yes. Our onboarding services are designed for companies managing multiple clients, teams, and workflows at scale.

How long does onboarding take for a large business?

Typically 6–12 weeks depending on complexity, integrations, and workflow setup.

Can you migrate data from other tools?

Yes. We support migrations from project management, CRM, and time tracking tools commonly used.

Approved by experts, loved by users. That's a win-win.

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Run your client work on the only platform actually built for it — Teamwork.com.

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