Client Onboarding Packet

SKILL.md Preview

---
name: client-onboarding-packet
description: Use this skill when the user asks Claude to build an onboarding packet, kickoff doc, welcome packet, or client intake summary, or something to send a new client to get started. Trigger when the user mentions just signing a client, starting an engagement, or phrases like 'build the onboarding for my new client.' This skill helps produce a structured kickoff document.
compatibility: Claude.ai, Claude Desktop
---

# Client Onboarding Packet

## Purpose
Convert raw intake answers into a clean kickoff document on a fixed structure, so every new client receives the same professional onboarding and nothing slips.

## When to Use This Skill
Use it at the start of any client engagement to set scope, expectations, and first steps.

## When Not to Use This Skill
Do not use it for proposals (use the proposal skill) or ongoing reporting (use the monthly report skill).

## Required Inputs
- The service or engagement.
- The intake answers or client details.
- The deliverables and timeline.
- The points of contact.

## Workflow
1. Confirm inputs in one batch.
2. Write the welcome and what to expect.
3. State scope explicitly, including what is not included.
4. Lay out the timeline, milestones, roles, and contacts.
5. Add a clear checklist of what is needed from the client, communication norms, and the first action.

## Output Format
Return the packet in this structure: Welcome, Scope Summary, Timeline and Milestones, Roles and Contacts, What We Need From You (checklist), Communication Norms, Next Steps. Produce a Word doc on request; otherwise inline.

## Quality Standards
- Scope boundaries are explicit.
- The client's required actions are a clear checklist.
- Expectations are unambiguous.
- Uses contractions, no em dashes, no hype.

## Edge Cases
If scope or deliverables are vague, ask before writing; unstated scope is where engagements go wrong. If contacts are missing, leave a labeled placeholder rather than guessing.

## Safety and Limitations
Do not commit the user to scope, timelines, or terms they did not provide.

## Test Prompts
1. I just signed a client for a 3-month SEO retainer at $2,500/mo. Here are their intake answers. Build the onboarding packet.
2. Create a kickoff document for a new branding client. Deliverables are a logo, brand board, and style guide over 6 weeks. I need a clear list of what I need from them to start.
3. Build a welcome packet for my done-for-you podcast editing service. New client, weekly episodes, I need to set communication and turnaround expectations clearly.

Skill Details

Package Preview

Trigger Phrases

• "I just signed a client for a 3-month SEO retainer at $2,500/mo. Here are their intake answers. Build the onboarding packet."
• "Create a kickoff document for a new branding client. Deliverables are a logo, brand board, and style guide over 6 weeks. I need a clear list of what I need from them to start."
• "Build a welcome packet for my done-for-you podcast editing service. New client, weekly episodes, I need to set communication and turnaround expectations clearly."