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Create onboarding project and tasks for activated accounts

Create onboarding project and tasks for activated accounts

Activated accounts lack an owner-assigned onboarding plan, causing setup delays and missed kickoff tasks. Get a populated onboarding project with assigned owners so the team can start same day.

Create onboarding project and tasks for activated accounts

Overview

When an account flips to active, onboarding should start immediately — not after manual handoffs. This flow creates a ready onboarding project with owner-assigned tasks so CS managers can begin setup the same day and avoid first-touch delays.

Create onboarding project and tasks for activated accounts