For IT services COOs: create standardized client onboarding folders immediately

COOs watch new client agreements spawn scattered files that delay onboarding and risk missed deliverables. It builds a standard folder tree and copies intake templates on agreement records, ensuring organized materials.

Overview

Onboarding stalls when agreements produce scattered files and missed handoffs, threatening client satisfaction. This workflow centralizes every new client's documents into a consistent folder tree and preloaded intake templates, so operations start delivery with organized materials and fewer follow-ups.

Notable Features

Create uniform client folder trees
Copy intake templates into folders
Notify ops with folder links