I went ahead and created a new client folder on BC3 and named it {Expressions MD - www.expressionsmd.com} Added team members to the folder, provided access and sent invites. Began assigning tasks to other team members and myself. Also, created a new client spreadsheet and added information pulled from email and website. Searched Chris emails for invoices and his notes so I can later post them on BC3 for the team to check out and go over. Lastly, added them to Hubspot, updated Weekly CLIENT CS reports sheet and others to add the new client's name to them.