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Create project folder and starter files for accepted deals

Create project folder and starter files for accepted deals

Accepted deals often create ad hoc folders and miss starter documents. Creates a standardized project folder and starter brief so project managers begin work the same day.

Create project folder and starter files for accepted deals

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Overview

Manual folder creation after a won deal wastes time and risks missing brief documents at kickoff. This flow builds a consistent project folder and drops in starter materials automatically, so account and project managers can begin delivery the same day.

Create project folder and starter files for accepted deals