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Client Uploads
Each client gets a Google Drive folder with Logo Files and Images & Videos inside. New onboarding submissions show up here as Waiting until you approve them. Lexy also gets an email with the same button.
Send a client their onboarding link
They get the link right away. If they have not submitted by the next day, they get a reminder every day (Lexy, Paul, Dustin and Jim are copied) until they do.
Send onboarding linkWaiting on onboarding
Add a client by hand
Add clientSend portal link
Separate several emails with commas. Everyone listed can also sign in to this portal.
Lexy is blind-copied on this email.