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