Project & Client Onboarding

Project & Client Onboarding

Pre-construction checklist sent to clients

admiJuly 6, 20251 min read

Project & Client Onboarding

Reminder automations for pending client forms

admiJuly 6, 20251 min read

Project & Client Onboarding

Task assignment for team setup based on project type

admiJuly 6, 20251 min read

Project & Client Onboarding

Triggering project setup in project management software

admiJuly 6, 20251 min read

Project & Client Onboarding

Welcome email sequence with project overview and timelines

admiJuly 6, 20251 min read

Project & Client Onboarding

Assigning project manager after onboarding completion

admiJuly 6, 20251 min read

Project & Client Onboarding

Automated collection of client documentation (permits, photos, requirements)

admiJuly 6, 20251 min read

Project & Client Onboarding

Automated scheduling of kickoff meeting with client and team

admiJuly 6, 20251 min read

Project & Client Onboarding

Creating shared folders and collaboration spaces

admiJuly 6, 20251 min read

Project & Client Onboarding

Digital contract generation and e-signature workflows

admiJuly 6, 20251 min read