Create plan client folder and send welcome email

When a contact enters your plan stage, onboarding folders and templates are often made manually, delaying planner prep. You get a ready client folder, copied templates, shared links, and a welcome email within minutes.

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Overview

Manual onboarding setup steals time and risks delayed client engagement. This flow provisions the plan folder, copies standard worksheets, updates the CRM with links, and sends a welcome email so servicing staff can start work within minutes. It standardizes onboarding and removes repetitive setup from your day.