Works with the AI tools you already use
Client Onboarding Kit
by SkillForge
Onboard a freshly-signed client like a top agency — welcome email, kickoff agenda, intake form, roadmap, and checklist in minutes.
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See it in action
You say
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?
Your agent does
Project Onboarding Kit for Acme Corp:
- Welcome Email: "Thrilled to start your SEO transformation..."
- 30-Min Kickoff Agenda: (Goals, Site Audit Access, Reporting Cadence)
- Intake Form: (Search Console access, competitor list)
- Roadmap: Phase 1 (Technical Audit) starts Oct 24th...
What you get
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
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Creator
32 skills on Agensi
SkillForge builds ready-to-use skills for Claude and other AI agents — practical tools that save you time and money. Risk analysis, document review, and more. New skills added regularly.
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