Capture paid ad client intake for ops onboarding sheets

Operations coordinators miss contact details when paid ad deals become New Client, delaying onboarding. It logs email, phone, stage and timestamp to a shared sheet so onboarding has complete intake.

Overview

Incomplete intake records stall onboarding and create manual follow-ups. This workflow captures paid-ad conversions and writes complete intake rows to your central sheet, eliminating manual handoffs and ensuring onboarding begins with accurate contact details.

Notable Features

Append client contact to spreadsheet
Filter deals by paid advertising
Record timestamp for auditability