Create onboarding tasks and client folder after agreement
Create onboarding tasks and client folder after agreement
You receive signed client agreements but onboarding stalls without tasks, folders, or list membership, delaying kickoff. Coordinators receive tasks, a client folder, and list adds so kickoff begins same day.
Overview
Signed agreements should immediately start work, not create manual handoffs. This workflow converts a completed agreement into tasks, a client folder, and list membership so coordinators can kick off onboarding the same day and avoid delayed outreach.