Project managers keep onboarding moving when new clients arrive

Project managers miss new client details in notifications and messages, causing onboarding to stall. Partner and internal channels receive client details so onboarding actions start immediately.

Overview

Missed onboarding notifications leave projects stalled and deliverables unclear. This workflow ensures partner-specific client details land in project channels and account manager inboxes so onboarding actions start immediately and response times drop dramatically.

Notable Features

Route partner-specific alerts instantly
Create client brief in project tool
Notify account managers and partners