I went ahead and created a new client folder on BC3 & Click-Up and named it {Hidden Valley Health & Wellness - www.hiddenvalleyweightloss.com} Added team members to the folder, provided access and sent invites. Began assigning tasks to 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 both platforms for the team to check out and go over. Lastly, updated Hubspot, Weekly CLIENT CS reports sheet and others to add the new client's name to them.
Click up Folder - Hidden Valley Health & Wellness - www.hiddenvalleyweightloss.com