Create onboarding task and client folder for new clients

Your new client signups often arrive without folders, docs, or onboarding tasks, delaying first-session prep. It creates a folder, roadmap doc, onboarding task, and CRM row so coordinators act same day.

Overview

Manual client setup consumes time and risks missed first-session prep. This flow provisions a client folder, a templated roadmap doc, an onboarding task, and a CRM row automatically so program coordinators can act the same day. It reduces setup churn and surfaces a single source of truth for billing and outreach.