What specific documents are generated when I use this skill?

You will receive a cohesive kickoff pack consisting of a professional welcome email, a high-signal intake questionnaire, and a structured 30-minute meeting agenda.

Do I need to integrate my email or project management tools to use this?

No complex setup is required; you simply provide the client’s name, project goals, and your preferred communication tools to generate your custom onboarding assets instantly.

Which AI agents and platforms is this onboarding skill compatible with?

This skill is compatible with all major LLMs available on the platform and is designed to produce text that can be easily pasted into tools like Slack, Notion, or Gmail.

How does this differ from just asking an AI to 'write a welcome email'?

While generic prompts often forget to set boundaries, this skill uses a specialized framework to ensure communication rules, response times, and scope-creep protections are included every time.

Can I use this skill to generate my legal contracts and project proposals?

This skill focuses on the operational handoff and expectation setting; it does not generate legal contracts, non-disclosure agreements, or pricing proposals.

Are updates included if the onboarding framework is improved?

Yes, once you purchase the skill, you will have access to all future refinements and version updates to ensure the templates remain aligned with modern project management best practices.

Client Onboarding: Welcome Email, Intake & Kickoff

I have prepared the kickoff pack for Acme Corp. This includes your welcome email, a targeted 12-question intake questionnaire, and the 30-minute kickoff agenda.

Artifact 1 — Welcome email

Subject: Welcome aboard — Website Redesign kickoff

Hi Sarah,

It is great to officially start on the Website Redesign. As agreed, we will be delivering the UX wireframes, high-fidelity Figma designs, and the final responsive build over the next 4 weeks.

To keep things moving, here are our communication guidelines:

All project communication will happen via Slack and email.
I will respond to all messages within 24 business hours.
Please note I do not check or respond to messages on weekends.

Please complete this [Intake Questionnaire Link] by Wednesday.

Are you available for a 30-minute kickoff call at one of these times?

Thursday, 10:00 AM
Friday, 2:00 PM

Best regards,
[Your Name]

Artifact 2 — Intake questionnaire

Access & assets

Who will provide access to the current hosting and domain registrar?
Where can I find your brand guidelines and high-res logo files?
Please link any existing website analytics or heatmaps.

Decisions
4. Who has final approval authority on design deliverables?
5. What is the expected turnaround time for design feedback?
6. If the primary contact is unavailable, who is the backup decision-maker?

Context & Success
7. What is the single biggest technical issue with the current site?
8. What specific hard constraints (e.g., third-party integrations) must we respect?
9. What does a successful launch look like to you in one sentence?
10. Is there a specific conversion metric we are aiming to improve?

Red lines
11. Are there any specific design elements or content sections that must remain unchanged?
12. Are there specific accessibility or legal compliance standards we must meet?

Artifact 3 — Kickoff agenda (30 min)

Min	Item
0–5	Confirm goal: Launch a high-converting, responsive website in 4 weeks.
5–15	Walk the timeline: Milestone 1 (Wireframes), Milestone 2 (UI), Milestone 3 (Build).
15–22	Review questionnaire gaps: Discuss logins and brand assets.
22–27	Agree change-request process: New requirements will require a separate quote.
27–30	Next actions: [Your Name] to set up Figma; Sarah to provide hosting access.

Next steps

Send the welcome email to Sarah.
Create the shared Figma project and Slack channel.
Add the proposed kickoff slots to your calendar as tentative holds.

About this skill

A new client's first week decides whether the project runs smoothly. Generate the three artifacts that set expectations before any work starts.

When to use it: Use it when you say a client signed, a project is starting, or ask for onboarding/kickoff materials.

What you get

Three Markdown sections with H2 headings, each copy-paste ready. End with a 3-line checklist of what the user must do today (send email, create shared folder, add calendar holds).

Works with Claude Code, Claude Cowork, Claude.ai Projects, Cursor, Codex CLI and any agent that reads SKILL.md. Markdown only: no scripts, no network access, no API keys.

Install: unzip into ~/.claude/skills/ and restart Claude Code, then describe your situation and the skill loads by itself.

Part of the Freelancer Ops Skills set by KritikosgnsStudio.

Frequently Asked Questions

Client Onboarding: Welcome Email, Intake & Kickoff