Keep business owners in control of new clients

Business owners lose track when client forms skip the master sheet, risking billing delays. Add each form to the master client sheet and alert ops, billing, and accounts so onboarding can proceed.

Overview

Missed client form entries create billing risk and stalled onboarding for business owners. This workflow turns every submission into a standardized master-sheet record and notifies ops, billing, and account owners so onboarding and billing start promptly.

Notable Features

Add form entries to master sheet
Notify ops, billing, and accounts
Populate standardized client fields