Skip to content
Templates
Create client onboarding folder and update contact record

Create client onboarding folder and update contact record

You delay creating plan folders and templates when a contact becomes a plan client, leaving onboarding manual. Folders, templates, and CRM links are created and shared so planners can start same day.

Create client onboarding folder and update contact record

Overview

When a contact moves into the plan-client stage, manual folder creation stalls onboarding and wastes planner hours. This flow auto-creates a structured client folder, copies standard worksheets, updates the CRM with links, and sends the welcome email so planners can begin onboarding same day.

Create client onboarding folder and update contact record