Client Onboarding Brief

The problem

The first month of a new client engagement often stalls due to missing access, vague success metrics, and unstated assumptions. Projects fail when the definition of success is a feeling rather than a number, or when decision-making authority is unclear.

What it does

• Generates a concrete success measure defined by a specific number and a deadline.
• Creates a comprehensive access request list to clear technical bottlenecks immediately.
• Inventories existing client tools, data lists, and internal processes.
• Documents critical assumptions regarding data quality, response times, and sign-off authority.
• Defines scope boundaries by detailing what is out of scope with the same precision as included work.

Why this beats prompting it yourself

Generic prompts often miss the "long pole" items like access requests or fail to force a numeric success metric. This skill enforces a professional agency standard that identifies the gap between decision-makers and daily contacts, ensuring the first project checkpoint happens within two weeks to prevent wasted effort.

Use cases

• Kick off a new agency engagement with a standardized onboarding brief.
• Standardize project scope documents for existing clients to prevent scope creep.
• Onboard new account managers by giving them a rigorous discovery checklist.
• Recover projects that started without written briefs or clear success metrics.

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