Create onboarding boards from new SEO intake forms
Create onboarding boards from new SEO intake forms
Your SEO intake form entries lack a structured project board, leaving scope and assets scattered for new engagements. You get a populated onboarding board with client context same day.
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Overview
Intake forms often arrive without a place to act, stalling scoping and delivery; this flow converts each submission into a ready board so work can start the same day. Project managers and SEO leads receive client context, credentials placeholders, and assets in a single place to accelerate kickoff and reduce follow-up.