🧩 Prototype for internal team visualization only — not a final flow or concept. All data shown is illustrative/example, imagining what our operations could look like and how each piece connects end to end.
The full client lifecycle: stage → department → board → a sample task card in that board.
New Handoff
Support
Account Setup
(New Handoff)
Kathmandu Valley School
Kickoff call with school, assign onboarding manager
Finance
Contract Upload
(Requested)
Kathmandu Valley School
Requesting signed contract copy
Payment Collection
(Invoice)
Sunrise Public School
First installment invoice sent
Account Setup
Support
Account Setup
(New Handoff)
Sunrise Public School
Create school account, setup admin access
Training
(Ready for Training)
Namuna Secondary School
Preparing training plan
Data Collection
Support
Account Setup
(New Handoff)
Mount Everest School
Send data templates & format guide
Data Entry
(Requested)
Greenwood Int'l School
Import student/teacher data, validate records
Sales
Renewals
(Renewal Due)
Greenwood Int'l School
Follow up on pending data, maintain engagement
Configuration
Support
Account Setup
(New Handoff)
Valley View School
Confirm configuration requirements
Development
Academics
(Backlog)
Valley View School
Exams, grading, attendance setup
Billing
(Backlog)
Valley View School
Fee structure & payment rules setup
Ready for Training
Support
Training
(Ready for Training)
Namuna Secondary School
Train admin & teachers
Onboarding Fail
Management
Escalations & Risk
(At Risk / Stalled)
Rosewood College
Onboarding stalled 3+ days, deal at risk
Sales
Leads
(Lost)
Evershine School
Onboarding failed — marked as lost
Onboarded / Live
Support
Meetings
(Upcoming)
Prestige Int'l School
Monthly success check-in
Sales
Renewals
(Renewal Due)
Prestige Int'l School
Track renewal & upsell opportunity
30-Day Check-in
Support
Meetings
(Upcoming)
Little Angels School
Check usage & feature adoption
90-Day Check-in
Support
Support Tickets
(New)
Little Angels School
Resolve open support issue
Sales
Feedback & Meetup
(Scheduled)
Kathmandu Valley School
90-day feedback & engagement call
6-Month Health Review
Management
Escalations & Risk
(Escalations)
Oak Ridge School
Churn risk analysis — usage dropping
Support
Meetings
(Upcoming)
Oak Ridge School
Health review call with admin
1-Year Renewal Prep
Sales
Renewals
(Renewal Due)
Pioneer School
Prepare renewal offer
Renewed / Steady State
Sales
Renewals
(Renewal Due)
Prestige Int'l School
Maintain relationship post-renewal
Management
Renewals & Churn
(Renewals Due)
Prestige Int'l School
Track retention metrics
Exit Requested
Management
Renewals & Churn
(Renewals Due)
Summit Academy
Review cancellation request
Sales
Renewals
(Renewal Due)
Summit Academy
Call school — understand reason for exit
Support
Meetings
(Upcoming)
Summit Academy
Exit feedback meeting
Finance
Payment Collection
(Invoice)
Summit Academy
Check pending dues before exit
Retention Attempt
Sales
Renewals
(Renewal Due)
Summit Academy
Offer discount / alternative solution
Support
Meetings
(Upcoming)
Summit Academy
Follow-up discussion post-offer
Dues Settlement
Finance
Payment Collection
(Invoice)
Summit Academy
Clear outstanding payments
Data Export
Support
Data Entry
(Requested)
Summit Academy
Export student/school data for handover
Management
General Tasks
(To Do)
Summit Academy
Approve data export request
Device Retrieval
Development
GPS Devices
(Backlog)
Summit Academy
Retrieve & deactivate GPS devices
Inventory
(Backlog)
Summit Academy
Update inventory records
Support
General Tasks
(To Do)
Summit Academy
Coordinate device pickup with school
Finance
Payment Collection
(Invoice)
Summit Academy
Charge for missing/damaged devices
Access Revocation
Support
General Tasks
(To Do)
Summit Academy
Disable system access & logins
Development
General Tasks
(To Do)
Summit Academy
Revoke API access
Management
General Tasks
(To Do)
Summit Academy
Final approval of account closure
Closed
Management
General Tasks
(To Do)
Summit Academy
Mark account officially closed
Sales
General Tasks
(To Do)
Summit Academy
Record churn reason for reporting
Support
General Tasks
(To Do)
Summit Academy
Archive customer records
Finance
General Tasks
(To Do)
Summit Academy
Confirm zero balance & close account