Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Share project next steps with new clients once their folder link is ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send project clients their first steps once the agreement is signed.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Send approved project handoffs to named contacts and log the results.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.