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Update consultant assignments for client onboarding before handoffs

Update consultant assignments for client onboarding before handoffs

Your consultant assignments in project boards land without updating central client records, causing billing and delivery handoffs to miss critical context. Keep billing, delivery, and onboarding teams aligned by updating master client records and KPI trackers before the next workday.

Update consultant assignments for client onboarding before handoffs

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Update consultant assignments for client onboarding before handoffs