Skip to content
Log inSign up
Templates
Create client kickoff project and structured asset folders

Create client kickoff project and structured asset folders

Your intake form forces teams to recreate project folders and assets manually, delaying kickoffs. It builds the project, folders, copies starter docs, and opens a team channel so work starts same day.

Create client kickoff project and structured asset folders

Overview

Intake forms shouldn't leave your teams rebuilding the same project every time. This flow converts every submission into a fully provisioned kickoff project, client asset folders, starter documents, and a team channel so client success and campaign leads can act the same day.

Create client kickoff project and structured asset folders