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Create client handover docs for onboarding specialists before next billing run

Create client handover docs for onboarding specialists before next billing run

Your deal records hit reservation-complete without handover docs, causing delayed kickoffs and billing misalignment. Implementation specialists get handover papers and folder access so work starts before the next billing run.

Create client handover docs for onboarding specialists before next billing run

Create client handover docs for onboarding specialists before next billing run