Business owners: keep project folders and proposals organized
Business owners: keep project folders and proposals organized
Business owners lose folders when statuses change, risking onboarding delays. It creates named project folders, copies proposal templates, and logs contacts so onboarding starts without gaps.
Overview
Missing or misnamed project files derail onboarding and frustrate clients. This workflow creates a named folder, drops in standardized proposal and estimate templates, and captures contact data so operations can begin onboarding without manual file hunting.
Notable Features
- Create named project folders
- Copy standard proposal and estimate
- Log contacts to tracking sheet