**To track onboarding and adoption for each white label client on Papo (https://papo.global/), adapt Kanban as an implementation dashboard: create a funnel with stages such as Setup, Demo, Training, Go-live, and Adoption, and one card per client linked to the responsible contact. By moving cards between stages, you can see each account's stage in real time and avoid scattered spreadsheets.**

Unlike automated message flows or internal checklists, Kanban works as the management board for onboarding. It answers a simple question: which phase is each reseller client in right now?

## Summary of the onboarding board in Kanban

| Funnel stage | What it represents in the reseller | Main action on the card |
| :--- | :--- | :--- |
| New client | White label account created, awaiting configuration | Create the card linked to the responsible contact |
| Demo | Session with a demo environment and dummy data | Record the completed stage and pending items |
| Training | Client receiving guidance and using the Help Center | Keep the card until the team completes the program |
| Go-live | Domain, channels, visual identity, and active access | Move to the final delivery stage |
| Adoption | Client operating with real conversation volume | Track usage and mark as won or lost |

## How to set up the white label onboarding Kanban

### Create a funnel dedicated to onboarding

Papo's Kanban lets you create funnels with custom stages. Instead of using only the default sales stages, create a funnel specifically for client implementation. Define names that make sense for your operation, such as New client, Demo, Training, Go-live, and Adoption.

This management funnel does not need to be the same one used by the sales team for deals. The advantage is separating the closed sale from delivery that is still in progress.

### Create one card per client

After a client is approved in the reseller program and the account is created, create a card in the first stage of the funnel. Link the card to the contact responsible for the account — usually the client's manager or point of contact.

This way, each card represents an entire white label account, not just a sales opportunity. This is useful for resellers with dozens of clients: the board immediately shows how many accounts are in each phase.

### Move cards as delivery progresses

As your team completes each stage — demo completed, training finished, domain validated, channels connected — move the card to the next column. Papo's Kanban lets you move a card from a contact to a stage, so updates are simple and visual.

If a client stays in the Training stage for several days, the board makes that clear. It is the first sign that adoption may need reinforcement even before looking at reports.

### Use estimated value or items to record revenue

The card can also represent that account's value for the reseller. You can fill in the deal's estimated value or add product and service items to the card. When there are items, the card total is the sum of those items.

This turns the same funnel into an onboarding revenue view: in addition to knowing how many clients are in each phase, you see the accumulated value in implementation or the monthly total represented by those cards.

### Mark won or lost to close the cycle

When the client completes go-live and starts operating on the platform, mark the card as won. If an implementation is canceled or does not progress, mark it as lost. Kanban records these completions and keeps history.

This practice helps measure the reseller's real activation rate, without confusing a contracted sale with a client effectively adopting Papo under your brand.

## Combining Kanban, Projects, and Reports

Kanban shows the onboarding phase. The Projects module complements it with the detailed internal checklist: tasks, owners, priorities, and deadlines. The Reports module helps track ongoing adoption, with indicators such as message volume, average response time, and conversions per period.

Use all three together in the reseller routine:

- **Kanban**: which stage each client is in.
- **Projects**: which internal tasks need to be completed to move the card.
- **Reports**: whether the client is actually using the platform after go-live.

This combination avoids relying on individual memories and reduces the risk of a client being forgotten in the middle of the process.

## Who this model makes sense for

- **Marketing agencies** managing dozens of accounts and needing a single view of onboarding.
- **Software houses** that include Papo in their portfolio and want to control delivery for each client without building their own system.
- **Consultancies** that combine the tool with an implementation methodology and want a visual board per client.
- **Franchises and networks** that centralize management and need to track new units' onboarding in a standardized way.

## Frequently asked questions

### Can I use a single funnel for all reseller clients?
Yes. You can create an onboarding funnel with one card per client. You can also create separate funnels by segment or product, according to the reseller's needs.

### Does Kanban replace the Projects module?
No. Kanban is ideal for the funnel view and each account's status. The Projects module complements it with the detailed checklist, owners, and deadlines. Many resellers use both together.

### Can I link each card to the client contact?
Yes. When creating a card in a stage, you can link it to a contact, such as the manager or technical lead for that account. This makes it easier to find and provides context.

### How do I know if a client is adopting the platform well?
Watch for cards stuck in stages such as Training or Adoption and cross-reference with the Reports module. Indicators such as message volume and conversions show whether the account is in real use after go-live.

### Can I mark an active client as won in Kanban?
Yes. Kanban lets you mark cards as won or lost. In the reseller context, "won" can represent a client activated and adopting the platform.

## Read also

- [How to create and configure a sales funnel in Kanban from the start](/hc/papo/articles/how-to-create-and-configure-a-sales-funnel-in-kanban-from-scratch)
- [How to train white label clients to use Papo efficiently](/hc/papo/articles/how-to-train-white-label-clients-to-use-papo-efficiently)

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