Marketing project managers create client workspaces from templates instantly

Project managers at marketing agencies lose momentum when client folders aren't provisioned. Create subfolders and copy brand templates at kickoff so managers can start work without setup delays.

Overview

Marketing agencies risk deadline slippage and unhappy clients when kickoff folders and brand assets aren't ready. This workflow provisions client subfolders and copies branded templates at project start, so project managers begin work without manual setup delays and every kickoff has the right assets available.

Notable Features

Create client subfolders from templates
Copy branded files into workspaces
Notify project manager with folder link