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Professional Services Client Hub Template
  • Pages
    • Professional Services Client Hub Template
    • Proposal
    • Solutions Hub
      • Welcome
      • Squad
      • Taskboard
      • Meetings & Notes
        • Most Recent Meeting
      • Links
      • Requirements
        • Users
        • Workflows
        • Schema
        • Feature Request
      • Coda Education
        • Meet Coda
        • Building Blocks Demo
        • Getting Started in Coda
          • Creating a Folder
          • Creating a Doc
          • Sharing Content
          • Doc Sharing Settings
      • Admin
        • icon picker
          [Checklist for Doc Setup]
        • Variables
        • Controls
        • Base Tables
          • All Tasks
          • Task Selects
          • All Meetings
          • All Meeting Types
          • All Milestones
          • All Milestone Stages
          • All Personas
          • All Company
          • All Workflow Types
          • All Retro Reflections
          • Job Stories
Professional Services Client Hub Template
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[Checklist for Doc Setup]
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[Checklist for Doc Setup]

Add Client Name to
All Company
⁠
under row 1. This is used on other pages.
Possibly delete
Coda Education
⁠
for Enterprise clients (they already have this page through their CSM)
Enter Key stakeholders on
Squad
⁠
⁠
Copy Solutions Proposal to
Broken link
⁠
⁠
Update
Broken link
⁠
(pulling from your solutions proposal)
Cross-doc Client project tasks to
Broken link
⁠
⁠

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