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Create client communication channel and update onboarding project record

Create client communication channel and update onboarding project record

Your won deals lack a shared client channel and roadmap, leaving kickoff conversations without context. Get a channel, roadmap copy, and updated project record the same day.

Create client communication channel and update onboarding project record

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Overview

When a deal is won, onboarding should begin immediately — not after manual handoffs. This flow provisions a client workspace, copies the roadmap, and updates your project board so program coordinators can run the kickoff the same day.

Create client communication channel and update onboarding project record