Grant onboarding file access to new clients instantly
Grant onboarding file access to new clients instantly
When onboarding form submissions sit unprocessed, your new clients miss essential playbooks and challenge docs, stalling engagement. Clients get immediate access so onboarding proceeds same day.
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Overview
Unprocessed onboarding submissions delay client momentum and force your small team into manual sharing work. This flow grants access to playbooks and challenge documents for only new clients, getting program coordinators and account owners ready to engage the client same day.