Create new client project record and onboarding checklist
Create new client project record and onboarding checklist
Your intake form submissions for website projects cause manual setup and slow handoffs. It creates a project record, drive folder, checklist, and welcome email so teams can begin same day.
Overview
As a web developer running a boutique agency, manual onboarding eats hours and risks launch delays. This flow provisions a project record, shared drive, checklist, and welcome message so project managers and designers can start work the same day.