Create client onboarding folders and update tracker status
Create client onboarding folders and update tracker status
Your onboarding submissions arrive without a standard asset folder, making campaign setup slow. You get folders, templates, and a progressed client record so work can begin same day.
Overview
When new client submissions arrive without organized assets, campaign setup stalls and launch dates slip. This flow builds the folder structure, copies starter documents, and advances the client row so campaign managers can start work the same day.