Coaching owners: create client project folder on signature

Owners miss creating client folders from signed contracts, causing onboarding delays. Created project folders put files where owners expect, so onboarding starts without manual file sorting.

Overview

Signed contracts left in inboxes create onboarding delays and risk misplaced client documents for coaching owners. This workflow guarantees a standardized project folder with the contract and checklist, notifies the owner and ops, and gets onboarding started without manual file sorting.

Notable Features

Create project folder from signed email
Attach contract and onboarding checklist
Assign owner and notify operations