Keep business owners ready for client onboarding quickly

Business owners adding clients endure manual setup that delays kickoff and creates handoff confusion. Create folders, templates, and trackers on client add so account and ops teams start onboarding.

Overview

Manual client setup delays kickoff and risks messy handoffs. This workflow provisions a consistent folder structure, onboarding templates, and a coverage tracker on client creation, eliminating manual setup and ensuring account and operations teams begin onboarding with complete materials. Teams report faster handoffs and fewer setup mistakes.

Notable Features

Create standardized client folder structure
Copy onboarding and call templates
Create coverage tracker spreadsheet from template