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Create onboarding kit and notify team for new clients

Create onboarding kit and notify team for new clients

Your C-suite deals stall when contact records and starter folders aren't created. It creates profiles, starter docs, enrolls contacts, and alerts the team so onboarding starts same day.

Create onboarding kit and notify team for new clients

Overview

When a C‑suite deal closes, your delivery and account teams need a clean, fast handoff to avoid delays. This flow builds the client record, provisions starter docs, enrolls them in the welcome campaign, and pings the team so onboarding can begin same day.

Create onboarding kit and notify team for new clients