Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book client calls on the host's calendar and confirm the link.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
Reply to common client questions and flag requests needing personal care.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
Send each new client their kickoff details and preparation.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.