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Create client onboarding folder and notify new client

Create client onboarding folder and notify new client

Your new hire folders and role docs are created manually, leaving coordinators missing materials. It sets up folders, copies starter files, emails the contact, updates trackers, and enables teams to act same day.

Create client onboarding folder and notify new client

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Overview

Manual folder and document setup fragments onboarding and delays your coordinators; this flow centralizes folder creation, copies starter files, and emails the contact automatically. Coordinators and account managers get editable links and an updated tracker so they can start the engagement same day.

Create client onboarding folder and notify new client