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Create client onboarding tasks for proposal owners before kickoff

Create client onboarding tasks for proposal owners before kickoff

Your proposals land without setup tasks, causing delayed invoicing and stalled client kickoffs. This puts a populated onboarding task with owner, checklist, and followers into the project so delivery can start the same day.

Create client onboarding tasks for proposal owners before kickoff

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Create client onboarding tasks for proposal owners before kickoff