Create client onboarding channel, starter sheet, and folder
Create client onboarding channel, starter sheet, and folder
Signed proposals needing manual setup leave your onboarding scattered and slow coordinator handoffs. The workflow creates a client channel, starter sheet, and folder so onboarding can begin same day.
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Overview
Manual workspace setup after a signed proposal slows kickoff and frustrates coordinators. This flow provisions a channel, starter sheet, and client folder automatically so onboarding can start same day and coordinators keep full context.