Operations coordinators: create standardized project folders after wins

Operations coordinators miss handoffs when Closed Won deals lack project folders, causing misplaced documents. This creates a standard folder structure at Closed Won so delivery can begin.

Overview

Missed project folders slow onboarding and force operations to hunt for documents, risking delayed handoffs and client frustration. This workflow ensures every Closed Won opportunity spawns the same organized project space so delivery can start without delay. Operations get consistent project structure and fewer misplaced files, improving handoffs across delivery and ops.

Notable Features

Create standardized project folder tree
Populate folders with onboarding templates
Notify ops and delivery stakeholders