TEZ FOR CLIENT ONBOARDING

Start the relationship with a clear next step.

Bring the kickoff, agreed scope, working documents, and first deliverables into one connected client workflow.

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GGlobal Inc client kickoff

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Client kickoff brief

A CONNECTED WORKFLOW

Global Inc client kickoff, from plan to handoff.

Turn the kickoff into an agreed plan. Record the client’s priorities, assign the first deliverables, and explain the next review.

Record kickoff decisions

Set the scope and give the work a named owner.

Review the delivery plan

Keep feedback with the document and record the decision.

Share the welcome update

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Turn the kickoff into an agreed plan. Record the client’s priorities, assign the first deliverables, and explain the next review.

Example deliverable: Client kickoff brief.

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GGlobal Inc client kickoff

WORKING DOCUMENT

Client kickoff brief

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Turn the kickoff into an agreed plan. Record the client’s priorities, assign the first deliverables, and explain the next review.

DELIVERABLEClient kickoff briefNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Record kickoff decisions
Review the delivery plan

Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

Kickoff decisions are recorded. The delivery plan is being reviewed before the welcome update.

The team keeps the review document and the next action in the same conversation.

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GGlobal Inc client kickoff

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

Kickoff decisions are recorded. The delivery plan is being reviewed before the welcome update.

Client kickoff briefLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

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EXAMPLE REQUEST

Create a task for Liya to review the delivery plan by Thursday in Global Inc client kickoff.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

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Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

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