Send onboarding email and create client folder for new clients

Your won opportunities missing start dates or onboarding context leave account owners scrambling and delay kickoff. Get the onboarding email, client folder, sheet row, and team alert ready same day.

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Overview

Deals marked won should translate into immediate, organized onboarding — not a scramble for details. This flow sends the welcome email, provisions a client folder, logs the customer, and alerts your delivery team so account owners can start onboarding the same day.