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Create launch onboarding tasks and assets for new client

Create launch onboarding tasks and assets for new client

Your won deals arrive without a launch workspace, delaying kickoff and leaving setup steps unassigned. You get tasks, a copied milestone tracker folder, and a tracker row ready same day.

Create launch onboarding tasks and assets for new client

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Overview

When deals close, manual setup often stalls kickoff and burdens CSMs with fragmented handoffs. This flow builds the task, copies the milestone tracker into a client folder, logs entries in your trackers, and alerts channels so CSMs can act the same day. It removes manual steps and gets launches started without waiting for a manual handoff.

Create launch onboarding tasks and assets for new client