Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    Client Onboarding Kit

    1

    Onboard a freshly-signed client like a top agency — welcome email, kickoff agenda, intake form, roadmap, and checklist in minutes.

    $9

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    Client Onboarding Kit

    Client Onboarding Kit

    Example session with this skill installed

    I just signed a new client, Acme Corp, for a $15k SEO audit and strategy. It's a 3-month project. I use Slack and Notion. Can you prep the onboarding kit?

    • Read your context and instructions
    • Compiled the client onboarding kit

    Project Onboarding Kit for Acme Corp

    1. Welcome Email: "Thrilled to start your SEO transformation..."
    2. 30-Min Kickoff Agenda: (Goals, Site Audit Access, Reporting Cadence)
    3. Intake Form: (Search Console access, competitor list)
    4. Roadmap: Phase 1 (Technical Audit) starts Oct 24th...

    Connects securely to your tools. The creator never sees your data.

    What you get

    Automate the transition from signed contract to project kick-offReduce client anxiety with immediate, professional post-payment communicationPrevent project delays by generating clear 'What We Need From You' checklistsStandardize onboarding across your agency using a consistent, premium tone

    About this skill

    Professionalize Your Client Kickoffs Instantly

    The "Client Onboarding Kit" is a high-leverage operations tool designed for freelancers, agencies, and consultants who need to move from a signed contract to a successful project kickoff without the administrative headache. Instead of manual follow-ups, this skill generates a comprehensive, professional onboarding suite in a single pass.

    What’s Included

    • Welcome Email: A warm, confidence-building message that sets clear next steps.
    • Kickoff Agenda: A timed meeting structure to ensure your first call is productive and focused.
    • Intake Questionnaire: A targeted list of questions to extract brand goals, access credentials, and technical requirements.
    • Project Roadmap: A clear timeline with phases and milestones anchored to real dates.
    • Operational Assets: Communication plans and "What we need from you" checklists to prevent scope creep and asset delays.

    Why It’s Better Than Manual Prompting

    While a basic AI might draft an email, this skill acts as an experienced Operations Lead. It cross-references your specific tech stack (Slack, Figma, Notion) with agency-grade onboarding principles to ensure no balls are dropped. It replaces vague placeholders with calculated dates and creates a cohesive "system" rather than disconnected documents, ensuring your client feels they are in expert hands from day one.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

      Free skills download straight away. Paid skills unlock right after purchase.

    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

    Skills folder by agent

    Click the path to copy it. Create the folder if it does not exist yet.

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    Recently published to Agensi

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    Trust & safety

    Security scanned

    Verified clean 3 months ago

    • Passed all security checks, Safe to install

    Listed3 months ago

    What's inside

    Frequently Asked Questions