Create project workspace and starter documents for clients
Create project workspace and starter documents for clients
Your migration project rows leave folders, docs, and access missing, so sales and ops scramble to begin onboarding. Provision folders, starter docs, and access so teams can begin onboarding same day.
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Overview
When a new migration project row appears, manual setup steals days from onboarding and forces sales and ops to track down files and access. This flow provisions a complete workspace, starter notes, an access sheet, and a consult deck automatically so your reps and project managers can begin onboarding the client same day.