Create project folders when deals enter delivery handoff
Create project folders when deals enter delivery handoff
Your delivery deals often lack a consistent project folder, stalling handoffs and hiding client files. It builds a standard folder structure so coordinators can access files same day.
Overview
Handoffs slow when files are scattered; this flow creates a consistent project folder the moment a deal reaches delivery so coordinators and account managers can find everything at kickoff. That means materials are available the same day and teams start work without searching.