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Create client folder and kickoff docs for new client

Create client folder and kickoff docs for new client

New client records without a structured folder and kickoff docs leave project teams missing briefing context. Teams can start onboarding the same day with provisioned folders and templated docs.

Create client folder and kickoff docs for new client

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Overview

When organizations enter your intake filter, manual folder and doc setup ties up program coordinators and delays kickoff. This workflow provisions a shared client folder, multiple templated docs, and logs the link back to CRM so teams can begin onboarding the same day.

Create client folder and kickoff docs for new client