/client-onboarding

name: memstack-business-client-onboarding
description: "Use this skill when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and setup checklists for new clients. Do NOT use for contracts or invoicing."
version: 1.0.0
license: "Proprietary, MemStack™ Pro by CW Affiliate Investments LLC. See LICENSE.txt"

Client Onboarding: Setting up new client...

*Produces a complete client onboarding package with welcome email, intake questionnaire, kickoff meeting agenda, access provisioning checklist, expectations document, and 30/60/90-day check-in schedule.*

Activation

When this skill activates, output:

`Client Onboarding: Setting up new client...`

Then execute the protocol below.

Context Guard

| Context | Status | |---------|--------| | User says "client onboarding", "new client", "onboard client" | ACTIVE | | User says "kickoff meeting", "intake form", "welcome email" | ACTIVE | | User just signed a new client and needs to set up the engagement | ACTIVE | | User wants a contract or agreement | DORMANT: use Contract Template | | User wants to send an invoice | DORMANT: use Invoice Generator |

Common Mistakes

| Mistake | Why It's Wrong | |---------|---------------| | "Start working immediately" | Without intake and alignment, you'll waste the first 2 weeks on rework. | | "Skip the expectations document" | Unclear expectations cause 80% of client conflicts. Document everything upfront. | | "No single point of contact" | Multiple client contacts = conflicting feedback. Designate one decision-maker. | | "Forget access provisioning" | Waiting for logins and credentials delays the project by days or weeks. | | "No check-in schedule" | Without scheduled touchpoints, small issues become big surprises. |

Protocol

Step 1: Gather Client Information

If the user hasn't provided details, ask:

> 1. **Client**: company name, primary contact, industry > 2. **Project**: what was sold? (service type, scope, deliverables) > 3. **Timeline**: start date, key milestones, end date > 4. **Communication**: preferred channel (email, Slack, calls)? > 5. **Access needed**: what systems, accounts, or assets do you need from them?

Step 2: Send Welcome Email

**Welcome email template:**

Subject: Welcome aboard! Here's what happens next: [Your Company]

Hi [Client Name],

Welcome to [Your Company]! We're excited to work with you on [Project Name].

Here's what to expect in the next few days:

1. **Intake questionnaire** (attached / linked below), please complete
   by [date, 2-3 business days]. This helps us understand your goals,
   preferences, and current setup.

2. **Access provisioning**: we'll need a few logins and assets from you
   (details in the questionnaire). The sooner we have access, the sooner
   we can start.

3. **Kickoff call**: I've sent a calendar invite for [date/time].
   This is a [30/60]-minute call where we align on goals, timeline, and
   communication cadence.

Your primary point of contact is [Name] ([email]). For anything urgent,
you can also reach us at [phone/Slack].

If you have any questions before the kickoff, just reply to this email.

Looking forward to getting started!

[Your Name]
[Title]
[Company]
[Phone]

Step 3: Intake Questionnaire

**Standard intake questions:**

## Client Intake Questionnaire

### About Your Business
1. What does your business do? (One paragraph)
2. Who is your target audience?
3. What makes you different from competitors?
4. What's your brand voice? (Professional, casual, technical, friendly)

### About This Project
5. What's the #1 goal for this project?
6. What does success look like? How will you measure it?
7. Are there specific deadlines we should know about?
8. What have you tried before? What worked and what didn't?

### Design & Brand
9. Do you have brand guidelines? (colors, fonts, logo files)
10. Share 3 examples of [websites/designs/content] you admire
11. Share 3 examples of what you DON'T want

### Technical
12. What platforms/tools do you currently use? (CMS, email, analytics, etc.)
13. Do you have Google Analytics / Search Console set up?
14. Who manages your domain and hosting?

### Access (we'll need these before kickoff)
15. [ ] Website admin login (URL + credentials)
16. [ ] Google Analytics / Search Console access (add [email] as editor)
17. [ ] Social media account access (or manager role)
18. [ ] Brand assets (logo files, brand guide, fonts)
19. [ ] Any existing content or copy documents
20. [ ] Current customer list or CRM access (if applicable)

### Communication Preferences
21. Preferred communication channel: Email / Slack / Phone / Other
22. Best time for meetings (timezone + availability)
23. Who is the primary decision-maker on your side?
24. Who else needs to approve deliverables?

Step 4: Kickoff Meeting Agenda

**Kickoff meeting template (60 minutes):**

## Kickoff Meeting, [Client Name] × [Your Company]
**Date:** [Date] | **Time:** [Time] | **Duration:** 60 min

### Attendees
- [Your team: names and roles]
- [Client team: names and roles]

### Agenda

**1. Introductions (5 min)**
- Who's on each team and their role in this project

**2. Project overview (10 min)**
- Recap: what we're building and why
- Confirm scope and deliverables (reference SOW/contract)
- Confirm timeline and key milestones

**3. Goals & success metrics (10 min)**
- Review client's #1 goal (from intake questionnaire)
- Agree on measurable success criteria
- Identify any risks or concerns early

**4. Communication & process (10 min)**
- Communication channel (email / Slack / project tool)
- Meeting cadence: [weekly / biweekly] check-ins on [day] at [time]
- How to submit feedback (one document, not scattered emails)
- Turnaround times: our deliverables [X days], your feedback [X days]

**5. Review intake questionnaire (10 min)**
- Walk through answers, clarify anything