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Create client onboarding task and assets from form

Create client onboarding task and assets from form

Client booking forms require manual copying into cards, folders, and calendars. It creates the onboarding task, shared folder, calendar events, and welcome messages so work begins the same day.

Create client onboarding task and assets from form

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Overview

Stop duplicating booking info and free your coordinators from manual setup work. This captures each website booking into a project card, shared folder, calendar events, and initial client messages so work can begin the same day and delivery timelines stay on track.

Create client onboarding task and assets from form