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Create client account and folders for new sale

Create client account and folders for new sale

Your won deals lack client accounts and starter files, delaying trainer access and first-session prep. You receive a ready client record and organized folder set same day.

Create client account and folders for new sale

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Overview

When deals close, manual provisioning creates trainer prep gaps and slows first sessions. This flow provisions the client account and starter folder automatically so trainers and program coordinators can access everything and begin programming the same day.

Create client account and folders for new sale