Collect client info, send documents for signature, email training resources, and create project card

Collect client information through Google Forms, send necessary documents for signature via DocuSign, provide training resources through Gmail, and organize details in Trello for faster onboarding and improved client engagement.

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Overview

Collect client information through Google Forms, send necessary documents for signature via DocuSign, provide training resources through Gmail, and organize details in Trello for faster onboarding and improved client engagement.

Collect client info, send documents for signature, email training resources, and create project card