Send a new client the project details, next steps, and shared folder link.
Give clients their project next steps and folder link as work begins.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Start signed client projects with a welcome and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Confirm each kickoff welcome reached the client or flag a blocker.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.