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Create onboarding folders and docs for new customers

Create onboarding folders and docs for new customers

Your onboarding folders lack consistent structure and templates, causing prep delays for pro services. It creates folders and starter documents so your team can begin onboarding same day.

Create onboarding folders and docs for new customers

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Overview

When new website customer folders arrive incomplete, coordinators waste hours assembling templates and assets. This flow guarantees a standard folder layout and starter documents are created within minutes, so your team can begin onboarding the same day and keep launches on schedule.

Create onboarding folders and docs for new customers