Send a new client the project details, next steps, and shared folder link.
Send each new client a welcome with project details and a shared folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Welcome signed clients and receive a copy of each message.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Welcome new accounts with their kickoff details and shared folder.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.