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Create client onboarding task and folder for new clients

Create client onboarding task and folder for new clients

You get a new program opportunity in the pipeline and manual setup delays client onboarding. Auto-create the onboarding task and client folder so coaches and coordinators can act same day.

Create client onboarding task and folder for new clients

Overview

When a new client reaches the month‑one stage, manual setup pulls coaches into admin work and delays first‑session readiness. This flow creates the onboarding task, a client folder, and a starter checklist so program coordinators can prepare materials and begin outreach the same day.

Create client onboarding task and folder for new clients