Skip to content
Create client delivery project and folder for project manager before kickoff

Create client delivery project and folder for project manager before kickoff

Your won deals arrive without delivery tasks, causing missed kickoffs and delayed invoicing. Project managers get a prebuilt project, starter task and client folder so work and billing begin before the kickoff.

Create client delivery project and folder for project manager before kickoff

Workflow preview:

Zap details:

Create client delivery project and folder for project manager before kickoff