Send onboarding agreement and create client workspace folders
Send onboarding agreement and create client workspace folders
Your onboarding agreements and client folders are made manually, slowing campaign setup. It sends the agreement, creates folders, logs the client, and alerts staff so kickoff can happen same day.
Overview
Manual onboarding steps drain your small team's time and delay campaign launches. This flow delivers the signed agreement, provisions a client workspace, records the client, and alerts staff so you can book kickoff calls the same day.