Free template
Free client project board template
Run each client project from brief to delivery on one board, with a clear place for work that is waiting on the client.
In BloomBoard: My Boards, then Import, then drop the file in. Best for: Agencies, studios and freelancers working with several clients.
What's on the board
Kick-off call with the client
☐ 3 checklist items
Homepage design
First version for internal review.
Brand guidelines
Logo options
Sent on Monday; follow up on Thursday.
Colour palette
Business cards
How to get the most from it
Make waiting visible
A Client review column shows what is blocked on the client, so nobody chases the wrong person.
Hand over before a vacation
Use Handover to pass a client's board to a teammate with notes.
Turn emails into tasks
Client feedback by email becomes a task with the deadline filled in.
Run it with your team
BloomBoard puts this board next to your team's chat, calls and AI. Start free, no card needed.