Client Onboarding

Full onboarding playbook for a new client. Produces a Client Intelligence Package and Growth Strategy Recommendations.

Reference: docs/agency-playbook/client-launch-playbook.md for the full process documentation.

When to Use

• "Onboard [company name] as a new client"
• "Run the full intelligence gathering for [company]"
• "Create a growth strategy for [company]"

Prerequisites

• Company name and website URL
• Basic understanding of what the company does (or the agent will research it)

Phase 1: Intelligence Gathering (~30 min parallel agent work)