Business owners start client onboarding when payments post
Business owners start client onboarding when payments post
Business owners miss onboarding when paid bookings sit unrecorded, causing prep gaps. Auto-create active project items from payments so operations begin onboarding without manual entry.
Overview
Unrecorded payments create onboarding gaps that delay fulfillment and risk missed deliverables. This workflow turns every payment into an active project item so operations begin prep immediately and manual data entry is eliminated, resulting in faster handoffs and zero missed onboarding steps.
Notable Features
- Create client project records
- Attach payment details to item
- Notify operations and fulfillment teams