Client service delivery
Secure engagement
Client onboarding and scoping
Align clients from day one on a shared visual whiteboard clarifying goals, roles, responsibilities, and risks before a single task is created, eliminating the costly misalignment that can derail projects later.
Structure and align
Project planning and launch
Convert whiteboard sessions directly into a structured Wrike project with milestones, Gantt charts, critical path, and role-based access, so planning output becomes execution-ready in minutes, not days.
Inform and share
Project execution and visibility
Track every engagement in real time with custom Wrike dashboards, and surface live project data inside shared Klaxoon whiteboards so clients and delivery teams always work from the same picture.
React and prioritize
Risk management, communication and client reporting
Identify and resolve risks with clients in visual templates, then turn decisions into tracked Wrike tasks. Replace static updates with live client workspaces combining project data and visual context to build trust and enable clearer communication.
Analyze and adjust
Continuous improvement and retention
Run structured visual retrospectives at every engagement milestone, capture feedback collaboratively, and convert agreed actions directly into Wrike tasks building the delivery quality that wins renewals.
Secure engagement
Client onboarding and scoping
Align clients from day one on a shared visual whiteboard clarifying goals, roles, responsibilities, and risks before a single task is created, eliminating the costly misalignment that can derail projects later.
Structure and align
Project planning and launch
Convert whiteboard sessions directly into a structured Wrike project with milestones, Gantt charts, critical path, and role-based access, so planning output becomes execution-ready in minutes, not days.
Inform and share
Project execution and visibility
Track every engagement in real time with custom Wrike dashboards, and surface live project data inside shared Klaxoon whiteboards so clients and delivery teams always work from the same picture.
React and prioritize
Risk management, communication and client reporting
Identify and resolve risks with clients in visual templates, then turn decisions into tracked Wrike tasks. Replace static updates with live client workspaces combining project data and visual context to build trust and enable clearer communication.
Analyze and adjust
Continuous improvement and retention
Run structured visual retrospectives at every engagement milestone, capture feedback collaboratively, and convert agreed actions directly into Wrike tasks building the delivery quality that wins renewals.
With AI, free up time for humans
Thanks to Klaxoon and Wrike’s AI, you can spend more time with your clients. Create templates and organize your intake and projects with a single click on your whiteboards, and automate project and task tracking with advanced AI agents.
"Klaxoon helps us move forward faster, and people have a global vision of the next steps."
"My clients value the whiteboards as tools to build their strategies, often multicultural and over long timelines — sometimes years."
Klaxoon is a visual collaboration platform that helps client service teams frame projects, structure customer relationships, align stakeholders, and break down internal silos.
Client service delivery breaks down when teams and clients aren't truly aligned and misalignment rarely shows up in a spreadsheet. It emerges in scope creep, missed expectations, and strained relationships. Klaxoon brings clients into the work visually, replacing static documents and one-way presentations with interactive whiteboards where both sides co-create, challenge assumptions, and reach genuine agreement.
From the first scoping session through to risk reviews, milestone check-ins, and retrospectives, Klaxoon gives every client conversation a structure that captures decisions, surfaces issues early, and keeps nothing lost between meetings. Ready-to-use visual methods mean teams don't start from a blank canvas, they facilitate with confidence, run tighter workshops, and leave every session with outputs that flow directly into Wrike as tracked, actionable work. The result is faster alignment, fewer misunderstandings, and a transparent client experience.
Professional services teams waste time switching between tools that don't talk to each other losing context, duplicating work, and slowing client delivery. Wrike and Klaxoon solve this by connecting visual collaboration directly to structured execution in a single, seamless experience.
Use Klaxoon to align clients visually, scoping sessions, risk workshops, retrospectives, then convert those outputs directly into Wrike projects, tasks, and workflows without starting over. From there, Wrike governs the full engagement: tracking deliverables, managing utilization and margins, automating approvals, and giving clients real-time visibility through secure portals. Every whiteboard conversation becomes accountable, tracked work so your team spends less time on admin and more time delivering outcomes and securing clients renewals.
The cost of Klaxoon and Wrike depends on the number of users, the features chosen, and the level of support desired. Depending on your uses, you can start with an offer adapted to your team, then evolve to a more complete solution. To discover the different options, visit our Pricing page.