Create client kickoff meeting and starter project folder
Create client kickoff meeting and starter project folder
Your new deal records often lack a scheduled kickoff or project folder, creating last-minute prep. Get a calendar invite, shared folder, and starter calculator ready for reps before the client visit.
Overview
Deals need immediate prep to convert site visits into wins—manual setup wastes time and risks missed information. This flow books the kickoff, creates a shared project folder and a ready-to-use sales calculator, and drafts the client email so reps are fully prepared before the visit.