Create project startup card and notify delivery team

Won deals don't create a standardized delivery handoff, so startup steps and provisioning vary. You get a project row, board card, and team alert so work can start same day.

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Overview

Deals closing is only half the work—without a reliable handoff, provisioning and onboarding stall and client momentum drops. This flow converts a won deal into a spreadsheet row, a board card, and a team alert within minutes, letting your technical services managers start delivery the same day.