Business owners keep onboarding assets linked to contacts
Business owners keep onboarding assets linked to contacts
Business owners lose onboarding momentum when folders and pricing calculators aren't created. So ops and sales start onboarding with consistent assets.
Overview
Manual onboarding setup creates inconsistent client experiences and slows handoffs. This workflow provisions a personalized client folder, copies your pricing calculator, and saves the share link to the contact record so operations and sales begin onboarding with consistent assets. The result is faster handoffs and eliminated manual setup steps that protect client experience.
Notable Features
- Create personalized client folders
- Copy pricing calculator per client
- Attach share links to contact records