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Create onboarding folder, docs, and project for new clients

Create onboarding folder, docs, and project for new clients

Your new client form doesn't create a workspace, so onboarding files and steps become scattered. You get a ready client folder, project, shared docs, and CRM contact same day.

Create onboarding folder, docs, and project for new clients

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Overview

Manual onboarding drags down launches; this flow provisions folders, copies templates, spins up project space, and adds the contact to your CRM as soon as a form is submitted. That means files, project links, and campaign enrollment are available to your team same day.

Create onboarding folder, docs, and project for new clients