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Create client folder and starter sheet on onboarding

Create client folder and starter sheet on onboarding

Your onboarding items without a standard client folder and sheet delay kickoff and disrupt account handoff. It creates a client folder and starter sheet same day.

Create client folder and starter sheet on onboarding

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Overview

Stop wasting account manager time on manual file setup by creating client folders and starter sheets automatically when onboarding begins. This delivers faster kickoffs and cleaner handoffs so documents are ready same day for your operations lead.

Create client folder and starter sheet on onboarding