Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Welcome consulting clients with engagement 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 new consulting clients with the engagement scope and next steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.