Create onboarding folder and send welcome package email

Your onboarding contacts arrive without organized assets or clear instructions, delaying website and account setup. You get a shared onboarding folder and a welcome email so work begins same day.

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Overview

Onboarding stalls when assets and instructions are scattered. This flow provisions a client folder, copies the intake questionnaire, shares editable links, and emails the contact so your onboarding team can start work same day. It reduces manual setup and keeps kickoff timelines predictable.