Founder CEO: create standard client folders at onboarding

Founder and CEO sees onboarding stall when folders are set up manually. This creates a client folder with required subfolders when a deal enters onboarding, so ops and account work begins with organized files.

Overview

Manual folder setup stalls onboarding and risks missed deliverables for software founders. This flow instantly provisions a standardized client folder and subfolders when deals hit onboarding, protecting implementation timelines and eliminating ad-hoc file wrangling. Customers report faster kickoffs and zero missed folder setups.

Notable Features

Create client folder structure
Add standardized onboarding subfolders
Notify ops and account owners