Skip to content
Log inSign up
Templates
Create client folder and intake workbook for meetings

Create client folder and intake workbook for meetings

You lose context when 15-minute intro bookings don't create a client folder and intake sheet. It builds the folder, fills a template meeting sheet, and logs the client so advisers have notes same day.

Create client folder and intake workbook for meetings

Overview

Stop losing context after short intro calls — this flow creates the client folder, copies a meeting workbook, and logs the client entry automatically. Advisers and onboarding coordinators get ready-to-use notes within minutes of the booking, reducing setup time and missed follow-ups.

Create client folder and intake workbook for meetings