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Summary

This article explains how consultants work with clients in teamdecoder — from using their own Consultant Account, to building a team together, to handing it over into the client’s own account later.

The typical process is:

1. The consultant works in their own Consultant Account.
2. Clients are invited as co-admins if needed.
3. The team is built together.
4. When the client wants to continue using teamdecoder, the consultant contacts teamdecoder so a joint license proposal can be prepared.
5. The client creates their own account.
6. The teamdecoder team sets up that account as an Enterprise Account according to the license agreement.
7. The consultant transfers the jointly built team into the new client account.

Who is this process for?

This process is for consultants, coaches, and organizational developers who use teamdecoder in client projects.

Typical situations include:

• A consultant builds roles, responsibilities, workloads, circles, or projects with a client team.
• The client should actively contribute during the project.
• After the consulting project ends, the client ideally continues working with the team setup in teamdecoder.
• The consultant wants to hand over the project cleanly, without losing work or rebuilding the team from scratch.