Help managing directors send instant project onboarding emails

Managing directors at architecture firms face client confusion when intake forms go unanswered. This flow emails login instructions and the assigned project manager so clients gain access and handoffs start faster.

Overview

Architecture firms risk frustrated clients and stalled design kickoffs when intake submissions go unacknowledged. This workflow ensures every new client receives login instructions and a named project manager contact, turning intake into a reliable handoff. Expect faster first touch and zero missed welcome messages.

Notable Features

Send personalized welcome emails
Include project manager contact details
Log intake to project tracker