Create tailored client diagnostic folder and document set
Create tailored client diagnostic folder and document set
Your accepted diagnostics lack organized client folders and starter templates, forcing manual setup. This builds the folder tree and copies intake docs so your team can start onboarding same day.
Overview
When a contact accepts your diagnostic, this flow eliminates manual folder and document setup so project managers get a ready workspace immediately. That reduces setup time and lets onboarding and prep begin the same day.