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Create client project and log onboarding row for new client

Create client project and log onboarding row for new client

Your client intake submissions lack a project and central record, forcing coordinators into duplicate entry. It creates a project and logs an intake row so coordinators can start setup same day.

Create client project and log onboarding row for new client

Overview

New client intake should always spawn a ready project and a central intake record so onboarding coordinators stop duplicating work and can act immediately. This flow creates the project and logs the intake row within minutes, getting onboarding moving the same day.

Create client project and log onboarding row for new client