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Create client record and copy proposal into prospect folder

Create client record and copy proposal into prospect folder

When consultation bookings arrive without client files, your engagement team must build folders and proposals manually. Gain a client record and a tailored proposal ready for intake the same day.

Create client record and copy proposal into prospect folder

Overview

Manual client setup and proposal prep slow down your intake and delay billing. This workflow creates a client record and places a tailored proposal in a client folder immediately after a booking, so engagement managers can follow up the same day and begin setup without waiting.

Create client record and copy proposal into prospect folder