Send a new client the project details, next steps, and shared folder link.
Welcome new clients with project details and a shared folder link.
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 with the scope and next steps agreed with them.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Send new clients their kickoff details and flag handoff gaps.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.