Keep project managers' onboarding records filled and ready

Project managers mark companies for onboarding but miss contract contacts and phone formats, leaving kickoff records incomplete. So project managers get ready onboarding rows in the client sheet.

Overview

Missing contract contacts and messy phone formats force project managers into manual lookups and delay kickoffs. This workflow ensures every flagged company generates a fully formatted row in the central client sheet, eliminating common missing details and enabling faster handoffs across operations and project management.

Notable Features

Append standardized contact fields
Format phone numbers consistently
Create ready onboarding spreadsheet rows