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Create implementation folder and starter docs for customers

Create implementation folder and starter docs for customers

Opportunities reaching Negotiation often lack a ready implementation folder and starter docs, stalling onboarding. It creates the folder and starter files so the implementation team can start setup same day.

Create implementation folder and starter docs for customers

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Overview

When deals advance to Negotiation, preparation should be automatic so onboarding doesn't stall. This flow spins up a customer folder, copies starter playbooks and docs, and emails owners with links so your implementation team can begin the same day.

Create implementation folder and starter docs for customers