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Create client onboarding folder with personalized workbook copies

Create client onboarding folder with personalized workbook copies

You manually create client folders and copy templates after each purchase, leaving program coordinators without materials. Gain a ready client workspace and linked CRM record within minutes of payment.

Create client onboarding folder with personalized workbook copies

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Overview

When payments close, onboarding shouldn't wait for manual setup—this flow provisions a client workspace, populates templated workbooks, and attaches the folder link to the CRM. That gives your program coordinators a ready workspace and a CRM-visible link within minutes of purchase.

Create client onboarding folder with personalized workbook copies