Clients Templates
Manage clients from first contact to long-term retainer — including onboarding checklists, deal pipeline stages, and quarterly account reviews. Each template replaces a messy spreadsheet CRM with a structured workflow your whole team can follow. Built for agency owners handling 10+ active clients.
Client Onboarding Template
From signed contract to first delivery in under a week — no gaps
3
Onboard
8
Active
4
At risk
2
Churned
Tidal Labs
Renewal due
Pixelform
Healthy
Quadrant
At risk
CRM Client Pipeline
Track every lead from first contact to signed contract
12
Leads
5
Proposal
8
Active
4
Won
Acme Corp
Active retainer
Studio 9
Proposal sent
VentureX
Lead
Client Relationship Management
A single card for every client — projects, contacts, payments, notes
New Client Checklist
Every new client set up correctly in 30 minutes — not 3 days
Account Management Template
Keep long-term client relationships healthy — notes, history, next steps
Client Health Scorecard
Rate every client on satisfaction, payment speed, and growth potential
9
Cold
6
Warm
5
Hot
2
Closed
Northbound
Demo booked
Bright Co
Negotiating
HexLab
Cold lead
Proposal Tracker
Track every open proposal from sent to signed — nothing slips through
12
Leads
5
Proposal
8
Active
4
Won
Acme Corp
Active retainer
Studio 9
Proposal sent
VentureX
Lead
Lead Qualification Template
Score inbound leads, prioritize follow-up, stop chasing bad fits
Client Feedback Template
Capture, log, and act on every piece of client feedback without losing it
3
Onboard
8
Active
4
At risk
2
Churned
Tidal Labs
Renewal due
Pixelform
Healthy
Quadrant
At risk
Client Contract Tracker
Track every contract status, renewal date, and signed document in one place
Client management templates in Melororium replace the combination of spreadsheet CRMs, shared Google Docs, and email threads that most small agencies use to track client relationships. Five templates cover the full client lifecycle. CRM Client Pipeline tracks potential clients from first contact to signed contract. Client Onboarding Template takes new clients from signature to first delivery in a structured 15-step workflow. Client Relationship Management gives every active client a permanent card with contact details, invoice history, project links, and notes.
New Client Checklist handles the internal setup that happens when a new client signs — creating the CRM card, building the project, assigning team members, booking the kickoff call — in a 10-task checklist that duplicates in seconds for every new account. Account Management Template keeps long-term retainer clients healthy with renewal dates, touchpoint logs, and account health status so nothing goes stale between calls.
Every client card links directly to active projects, work reports, and invoices. Your account team sees full context — outstanding balance, last delivered milestone, next renewal date — without searching through email.
HubSpot CRM starts at $18/user/month ($2,160/year for 10 users) and adds complexity most agencies never use. Salesforce starts at $25/user/month. Melororium CRM is built in — one of 12 core modules, included in your flat-fee from $29/mo. No separate CRM subscription, no migration project, no training cost.
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