Onboarding

The form below will automatically do these things:

• Created Google Drive Folder in Clients BBL Clients Folder
• Add Client to Mailchimp and tag as Client
• Add Info to Contact List Sheet
• Send Email to Accounting & Operations (Dean & Josh)
• Send Email to Client that someone will reach out to schedule onboarding
• Create a Contact in Google Contact
• Send Slack message to the Onboarding Channel
• Add Customer to Quickbooks