Client Onboarding & Project Kickoff Pre-kickoff survey automation to collect client objectives and information
Client Onboarding & Project Kickoff Syncing of client information between tools (CRM, project management, invoicing)
Client Onboarding & Project Kickoff Task assignment for onboarding checklist to responsible team members
Client Onboarding & Project Kickoff Auto-creation of project and folder structure in project management systems
Client Onboarding & Project Kickoff Automated calendar scheduling for first consultation or kickoff calls
Client Onboarding & Project Kickoff