Keep business owners' client folders ready after a sale

Business owners lose momentum when client folders aren't created after a sale, causing lost documents and onboarding delays. This workflow creates the folder, updates the sale with the link and renewal date so ops and CS have accurate records.

Overview

Missing client folders stall onboarding and risk lost documents. This workflow guarantees each sale creates a dedicated folder and writes the folder link plus renewal date back to the sale, eliminating setup delays and giving ops and client success immediate access to organized records. Operations teams report faster handoffs and zero missed follow-ups.

Notable Features

Create client folders on new sales
Attach folder link to sale record
Set renewal date and notify ops