School IT: create client folder and onboarding plan
School IT: create client folder and onboarding plan
School IT loses kickoff prep when deal updates leave onboarding without folders or plans. Create client folders and a ready onboarding plan so staff begin implementation with complete deliverables.
Overview
Onboarding stalls when client workspaces and plans aren't ready at kickoff, forcing IT to scramble and delaying implementations. This workflow creates the folder structure and a populated onboarding plan from each deal update, eliminating missing documents so staff begin implementation with complete deliverables.
Notable Features
- Create client folder structure
- Populate onboarding plan from deal
- Notify implementation staff and assign tasks