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Create client onboarding package with payment and contract

Create client onboarding package with payment and contract

Your client intake form requires manual invoice, contract, and folder creation, delaying campaign setup. Get contracts signed, payment links collected, and client folders ready the same day.

Create client onboarding package with payment and contract

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Overview

When intake forms lead to manual billing and paperwork, onboarding stalls and campaigns miss launch windows. This flow turns submissions into signed contracts, payment links, and organized client folders so campaign managers and billing staff have everything they need the same day.

Create client onboarding package with payment and contract