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Create kickoff project from new account assessment record

Create kickoff project from new account assessment record

Your account assessment records often lack a ready project kickoff, leaving coordinators without tasks and delaying onboarding. It creates standardized projects so teams can start client work same day.

Create kickoff project from new account assessment record

Overview

Stop manual project setup and the handoffs that slow onboarding; this flow turns each assessment into a ready-to-run project so coordinators can act immediately. Expect standardized projects and owner assignment within minutes of record creation, enabling same-day kickoff.

Create kickoff project from new account assessment record