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Create onboarding project and client folders on deal won

Create onboarding project and client folders on deal won

When a deal is marked won, client project and folder setup often lag, delaying handoffs. You get a ready project, shared folders and a tracking row so account teams can start the same day.

Create onboarding project and client folders on deal won

Overview

Manual setup after a closed deal creates delays and inconsistent kickoffs for your optimization engagements. This flow provisions a project, duplicate client/internal folders, and logs the client automatically, so account teams can begin deliverables the same day.

Create onboarding project and client folders on deal won