Create client workspace and update client record same day
Create client workspace and update client record same day
Your onboarding form submissions leave client folders uncreated and templates missing. Create folders, copy templates, and add the folder link to the client record same day.
Overview
Intake submissions should spawn a ready client workspace, not a Monday of manual setup. This flow builds folders, copies sprint templates, and writes the folder link into the client record so portfolio operators have everything same day.