Create onboarding project, document, and send welcome email

Your onboarding form submissions often arrive untriaged. It creates the project, fills an onboarding doc, logs the client, and sends a welcome email so setup starts same day.

Overview

Stop manual onboarding busywork by turning form responses into a fully provisioned project and client record. CSMs receive the project, populated questionnaire, and a welcome email within minutes so work can begin the same day.