Send onboarding email and create client project folder
Send onboarding email and create client project folder
Your intake sheet rows can leave projects uninitialized and clients without next steps. The benefit: clients receive confirmation and your team gets a ready project folder same day.
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Overview
Manual onboarding steps create friction between sales and delivery and slow project kickoffs. This flow sends the client a clear confirmation and builds a ready project folder automatically, so coordinators have context and projects can start same day.