Give account owners ready client folders at appointment

Account owners miss prep when deals hit Appointment Scheduled, leaving onboarding docs scattered and meetings underprepared. A customer folder is created at that stage so account owners arrive fully prepared.

Overview

Deals stall when account owners scramble to create folders before intro meetings. This flow creates a ready customer folder the moment a deal reaches Appointment Scheduled, eliminating last-minute setup so account owners open relationships with onboarding materials in place. The result is faster handoffs, zero missed documents, and cleaner CRM records.

Notable Features

Create organized customer folder
Populate folder with onboarding templates
Notify account owners and collaborators