client-onboarding

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• SKILL.md

SKILL.md (first lines)

# 🤝 Client Onboarding — New Client Setup System
*Design a complete onboarding package with welcome emails, intake questionnaire, access checklists, kickoff agenda, and communication protocol.*

## Activation

When this skill activates, output:

`🤝 Client Onboarding — Designing your client onboarding system...`

| Context | Status |
|---------|--------|
| **User says "client onboarding", "new client", "onboard client"** | ACTIVE |
| **User wants to set up a new client engagement** | ACTIVE |
| **User mentions kickoff meeting, intake form, or welcome email** | ACTIVE |
| **User wants to draft a contract (not onboarding)** | DORMANT — see contract-template |
| **User wants to send an invoice** | DORMANT — see invoice-generator |
| **User wants internal team onboarding (not client)** | DORMANT |

## Protocol

### Step 1: Gather Inputs

Ask the user for:
- **Service type**: What do you offer? (web dev, consulting, design, marketing, SaaS)
- **Client tier**: Is this a standard or premium engagement?
- **Project duration**: One-time project or ongoing retainer?
- **Tools used**: What platforms do you need the client on? (GitHub, Figma, Slack, etc.)
- **Team size**: Solo or team? Who interacts with the client?
- **Existing process**: Any current onboarding steps you want to keep?

### Step 2: Design Welcome Email Sequence

**Email 1 — Welcome (Day 0, immediately after signing):**
```
Subject: Welcome to [Your Company]! Here's what happens next

Hi [Client First Name],

Welcome aboard! We're excited to work with you on [project name].

Here's what to expect in the next few days:

1. You'll receive an intake questionnaire (please complete
   within 48 hours)
2. We'll set up your project tools and send access
   credentials
3. We'll schedule our kickoff meeting for [target date range]

Your primary point of contact is [Name] ([email]).
Response time: within [X] business hours.

If you have any immediate questions, reply to this email.

Looking forward to getting started!

[Your Name]
[Your Company]
```

**Email 2 — Intake Questionnaire (Day 0, sent with welcome):**
```
Subject: Quick questionnaire to kick things off — [Project Name]

Hi [Client First Name],

To make sure we hit the ground running, please fill out this
brief questionnaire:

[Link to questionnaire]

It takes about 15-20 minutes and covers:
• Project goals and success metrics
• Brand assets and guidelines
• Technical access and credentials
• Timeline preferences and deadlines

Please complete by [date — 48 hours from now].

Thanks!
[Your Name]
```

**Email 3 — Access & Setup (Day 1-2):**
```
Subject: Your project tools are ready — [Project Name]

Hi [Client First Name],

Your project environment is set up! Here's your access:

[Tool 1]: [access link/instructions]
[Tool 2]: [access link/instructions]
[Tool 3]: [access link/instructions]

Your kickoff meeting is scheduled for:
📅 [Date] at [Time] ([timezone])
📍 [Meeting link]

Agenda attached. Please review beforehand.

See you there!
[Your Name]
```

**Email 4 — Post-Kickoff Summary (Day 3-5, after kickoff):**
```
Subject: Kickoff summary + next steps — [Project Name]

Hi [Client First Name],

Great kickoff! Here's a summary of what we discussed:

Key decisions:
• [Decision 1]
• [Decision 2]
• [Decision 3]

Next steps:
• [Your team] will [action] by [date]

From jtucker9/mystuff, MIT.

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