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Create onboarding folder with starter sales kit and scripts

Create onboarding folder with starter sales kit and scripts

Your onboarding form responses leave kickoff materials scattered and slow setup for new clients. Get consistent client folders and starter assets created automatically, ready same day.

Create onboarding folder with starter sales kit and scripts

Overview

Intake forms should kick off work, not create manual handoffs that slow launches. This flow builds a standardized client folder with starter sales and marketing assets automatically and pings the team so campaign managers can begin prep same day. It removes repetitive setup and keeps kickoff materials consistent.

Create onboarding folder with starter sales kit and scripts