client-onboarding-workflow

Installation
SKILL.md

Client Onboarding Workflow Builder

First impressions matter. Professional onboarding = confident clients.

What This Skill Does

Input your service → Get complete onboarding system: ✅ Welcome Email Sequence - Automated client welcome ✅ Information Gathering Forms - Collect requirements systematically ✅ Kickoff Meeting Agenda - Productive first meeting structure ✅ Requirements Doc Template - Capture everything clearly ✅ Progress Update Schedule - Weekly client communication plan

Onboarding Timeline

Day 1: Contract Signed + Deposit Received

  • Auto-send: Welcome email + next steps
  • Include: Calendar link for kickoff meeting
  • Attach: Onboarding questionnaire
Related skills
Installs
28
GitHub Stars
90
First Seen
Feb 26, 2026