Create client onboarding doc and folder per deal
Create client onboarding doc and folder per deal
Your deals often arrive without a client folder or starter document, delaying kickoff for project teams. Get a templated onboarding doc copied and linked to the deal so teams can start work same day.
Overview
When new deals hit your pipeline you need the project file and starter doc ready so project teams avoid admin delays. This flow creates the client folder, copies a templated onboarding document, and links it to the deal so account and project managers can begin work same day.