Digital marketing strategists: kick off client projects instantly

Digital marketing strategists miss kickoff windows when signed contracts sit in email, delaying campaign launches. So operations and delivery begin onboarding immediately, preventing manual setup delays.

Overview

Signed contracts buried in inboxes stall campaign launches and put client satisfaction at risk. This workflow turns each signature into a ready-to-go project with folders, kickoff dates, and alerts so operations and delivery start onboarding without manual setup; customers report faster handoffs and zero missed setup steps.

Notable Features

Create project from client template
Provision a shared client folder
Set kickoff task dates and reminders