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Create new client account and standard asset folders

Create new client account and standard asset folders

New client signups lack CRM records and shared Drive folders, causing manual setup and onboarding delays. Provision accounts, contacts, folders, alerts, and sheet rows so onboarding is ready same day.

Create new client account and standard asset folders

Overview

When onboarding forms create manual work, account setup and asset provisioning slow campaign starts. This flow provisions CRM records, shared folders, contacts, and a tracking row so onboarding coordinators and account managers can begin execution the same day.

Create new client account and standard asset folders