Create client onboarding record and folder after contract sent

Your closed deals don't create client records, folders, and onboarding tasks, so account setup and billing often stall. Everything gets prepared automatically so onboarding can start same day.

Overview

Closed deals should start work, not waiting lists. This flow provisions the client folder, onboarding doc, contact record, and a templated onboarding task so program coordinators and billing staff can begin setup and payment processing same day. That reduces setup friction and gets campaigns running faster.