Skip to content

Create client intake folders for onboarding coordinators before first session

New client signups arrive without a folder or intake file, causing delayed onboarding and missed prep for first sessions. Onboarding coordinators receive a client folder and intake form ready before first session.

Create client intake folders for onboarding coordinators before first session

Workflow preview:

Zap details:

Create client intake folders for onboarding coordinators before first session