Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Send new project clients their first steps and shared folder link.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Prepare a shared project workspace with sections and access checks.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.