Skip to content
Create client folder, upload signed proposal, start kickoff

Create client folder, upload signed proposal, start kickoff

Completed proposals sit in inboxes and PDFs, delaying folder creation and kickoff prep. Folders, templates, files, and onboarding tasks are created and assigned so work starts same day.

Create client folder, upload signed proposal, start kickoff

Workflow preview:

Zap details:

Create client folder, upload signed proposal, start kickoff