Create organized client folders and starter files for onboarding
Create organized client folders and starter files for onboarding
Your projects reach Onboarding without a prepared client folder, leaving pitch-deck work unorganized and slowing delivery. Get standardized folders and starter files so teams can begin work the same day.
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Overview
Manual folder setup wastes founder time and delays pitch delivery when projects move to onboarding. This flow creates an organized client workspace and copies pitch templates so your team can start work the same day and reduce kickoff friction.