Send scope confirmation and kickoff emails to clients
Send scope confirmation and kickoff emails to clients
Your project records reach kickoff without a scope email, leaving designers and sales missing client context. It sends scope and prep emails so teams are ready before kickoff.
Overview
When projects hit kickoff without a standardized scope email, designers and sales lose valuable prep time and client handoff clarity. This workflow delivers consistent kickoff and prep emails to the client and lead within minutes of the status change, so teams arrive prepared and meetings start on time.