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    nex-client-onboarding-flow

    by Nex AI

    Automated client onboarding flow for web agencies: kickoff mails, asset requests, and intake checklists.

    Updated Jun 2026
    Security scanned

    $9

    · or 45 credits

    30-day refund guarantee

    Secure checkout via Stripe

    Included in download

    • Generate ready-to-send kickoff emails after receiving the first payment.
    • Create a one-shot asset request mail to avoid mid-build interruptions.
    • terminal automation included
    • Instant install

    Sample input

    Net een deal gesloten met Salon Lux voor een Growth-pakket. Onboard ze, ik laat morgen meer weten over de planning.

    Sample output

    Dag [Naam],

    De betaling is binnen, we gaan van start. Jouw Growth-traject bij Nex begint nu echt. We bouwen het platform volledig door voor we live gaan, zodat alles in één keer staat.

    Morgen hoor je van me over de concrete planning.

    Vragen? Ik ben bereikbaar op dit nummer.

    About This Skill

    Streamline Post-Payment Client Onboarding

    The transition from a closed deal to an active build is where projects often stall. This skill automates the Belgian web agency onboarding flow, ensuring you collect everything once and maintain momentum without the back-and-forth friction.

    What it does

    Acting in a confident, concise voice, the skill generates three essential deliverables tailored to your client's specific tier:

    • Intake Checklist: An internal document to ensure all technical and brand requirements are gathered upfront.
    • Asset-Request Mail: A one-shot client email asking for logos, access, and content with a built-in "no-pressure" fallback to keep the build moving.
    • Kickoff Mail: A professional welcome that confirms payment receipt and maps out the path to go-live.

    Why use this skill?

    Unlike generic AI prompts, this skill enforces strict agency-specific voice rules: no em-dashes, no stiff transitions, and a focus on "go-live" as the final milestone. It ensures your branding remains consistent and your client management remains proactive rather than reactive.

    Supported Tiers

    Optimized for Starter, Growth, Premium, and Enterprise retainer tiers, it adjusts the depth of the intake and requests based on the project scope.

    Use Cases

    • Generate ready-to-send kickoff emails after receiving the first payment.
    • Create a one-shot asset request mail to avoid mid-build interruptions.
    • Produce internal intake checklists scoped to the client's specific tier.
    • Establish a confident, consistent agency voice across all onboarding touchpoints.

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    Security Scanned

    Passed automated security review

    Permissions

    Terminal / Shell

    Allowed Hosts

    nex-ai.be

    File Scopes

    nex-client-onboarding-flow/**

    Creator

    Founder of Nex AI. I build production-grade Claude Skills from systems that actually run: multi-tenant SaaS, Telegram agents, Raspberry Pi infrastructure, 3D multiplayer rooms. Every skill ships battle-tested patterns, not theory. 33+ open source skills published, commercial catalog growing.

    Frequently Asked Questions

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