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Create kickoff event and client folder on payment

Create kickoff event and client folder on payment

You receive payments that don't create onboarding folders or invites, leaving teams without client context for kickoff. It creates folder and schedules kickoff so teams can mobilize same day.

Create kickoff event and client folder on payment

Overview

When a client pays, your campaign and project teams need onboarding context immediately to prepare proposals, assets, and kickoff work. This flow creates the client folder and schedules the kickoff so delivery and marketing ops can mobilize and avoid first-day delays, typically the same day.

Create kickoff event and client folder on payment