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Create onboarding folder and docs for new customers

Create onboarding folder and docs for new customers

Closed deals without a standard account folder and kickoff materials stall CSMs and implementers. Provide a complete folder with templated decks and handoff docs so CSMs can begin onboarding same day.

Create onboarding folder and docs for new customers

Overview

When a deal closes, your CSMs and implementers need a single source of truth to start onboarding quickly. This flow provisions a populated customer folder, creates templated handoff docs, and notifies stakeholders so onboarding can begin the same day.

Create onboarding folder and docs for new customers