Skip to content
Log inSign up
Templates
Create client headquarters folder and populate onboarding templates

Create client headquarters folder and populate onboarding templates

You get onboarding submissions without a ready workspace, so coordinators rebuild folders and files. It creates an HQ folder, copies templates, and alerts the team so onboarding starts within minutes.

Create client headquarters folder and populate onboarding templates

Overview

When you acquire agencies, manual onboarding setup slows delivery and erodes margin. This workflow provisions a client HQ folder, clones core templates, updates your client record, and alerts delivery so teams can start work within minutes and maintain deal velocity.

Create client headquarters folder and populate onboarding templates