Create a client onboarding workspace and welcome email

You sign a proposal but client folders, tracking sheets, and project boards aren't created, so teams scramble to start work. It delivers a ready folder, board, and welcome email within 24 hours.

Overview

Signed proposals often stall while teams manually create folders and boards; this workflow provisions the client folder, tracking sheet, board, and sends a welcome email so project managers can begin deliverables immediately. Teams receive a complete onboarding workspace and notification within 24 hours, reducing setup lag and improving first-week readiness.