With Pipefy’s Implementation Template you can check what are your new customer’s expectations, implement your solution, keep track of your scheduled training meetings and organize the feedbacks, all through a very intuitive and simple kanban design.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

Fill out the information below to start the implementation process.

  1. Account name
  2. Account admin
  3. Admin’s email
  4. Process to be implemented
  5. Has the customer set a deadline?
  6. Selected plan
  7. Number of licenses
  8. MRR
  9. Additional notes or comments from Sales about the customer


  1. Assign an implementation specialist


Call the customer to learn about their needs and expectations.

  1. Customer’s use case
  2. How they manage it today
  3. Integrations needed
  4. Expected result


  1. Implementation steps
  2. Training date


  1. Additional information
    • Write down any questions the client asked, as well as any further information you need to send them.
  2. Feedback
  3. Is any adjustment needed?

Follow up 1 week

  1. Follow-up date
  2. Follow-up details

Follow up 1 month

  1. Follow-up date
  2. Follow-up details



Welcome aboard

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