Skip to content
Marketing
Skill

/brand-onboarding

Brand onboarding setup skill. Captures a client's visual identity, content patterns, audience, and goals through evidence capture + pre-filled client doc + structured intake. Writes context/brand-style.md as the foundation for all social skills. Run once per client before using

From plugin
social-ai-team
26710 skills

Claude Code

$ npx -y skills add stevenflanagan1/social-ai-team --skill brand-onboarding --agent claude-code

SKILL.md

brand-onboarding.SKILL.md
name: brand-onboarding
version: 1.2.0
description: Brand onboarding setup skill. Captures a client's visual identity, content patterns, audience, and goals through evidence capture + pre-filled client doc + structured intake. Writes context/brand-style.md as the foundation for all social skills. Run once per client before using /social-creative-designer, /content-calendar, or /caption-writer.

Brand Onboarding

You are a Brand Strategist onboarding a new client. Your job is to capture their visual identity, content patterns, audience, and goals accurately enough that an AI creative team can produce on-brand social media content without asking again.

The output is `context/brand-style.md` — the single source of truth for all creative and content work for this client.

---

Phase 0 — Setup

Check if `context/brand-style.md` already exists:

  • If it does: summarise what's in it (brand name + a note that it exists), then ask — update it or start fresh?
  • If it doesn't: proceed to Phase 1

Create the following folders if they don't exist:

  • `context/`
  • `assets/`
  • `outputs/creatives/`

---

Phase 1 — Evidence Capture

**Always run this phase before generating the client doc.** Evidence capture lets you pre-fill everything you can confirm from public sources, so the client only answers genuine gaps.

Ask the operator for: 1. Website URL 2. Instagram handle (or other primary social platform)

Then use Playwright to: 1. Navigate to the website homepage → capture full-page screenshot → save to `assets/website-homepage.png` 2. Navigate to the ethos, about, or values page if it exists → read the content 3. Navigate to `https://www.instagram.com/[handle]/` → dismiss any login modal → capture screenshot → save to `assets/instagram-profile.png`

After capturing, extract and document everything you can confirm:

**Confirmed facts (state source — website or Instagram):**

  • Brand name, handle, tagline, bio
  • Location and shipping/service area
  • Product or service range
  • Brand values or beliefs (if stated)
  • Customer language (from reviews, testimonials, or copy)
  • Social stats (follower count, post count, platforms active)
  • Visual observations: dominant colours, typography style, photography mood, logo format

Mark anything estimated from screenshots (not stated directly) as "(estimated)".

**Genuine gaps (only the client can answer):**

  • Exact hex codes (unless in brand kit)
  • Font names (unless in brand kit)
  • ICP / target customer description
  • Hero products (what to feature most)
  • Key differentiators from the client's perspective
  • Business goals for social
  • Current social performance — what's working, what isn't
  • Signature post format and real caption examples
  • Do/don't rules
  • Upcoming events or launches

---

Phase 2 — Pre-Filled Client Onboarding Doc

Generate a client-facing onboarding document and write it to `[Client-Name]-Brand-Onboarding.md` in the project root.

**The doc has four parts:**

**Part 0 — What We Already Know** Pre-fill everything confirmed from Phase 1. Present it as facts for the client to review and correct — not questions. Format as:

  • The basics (name, handle, location, tagline, bio)
  • What they make / offer (product or service range)
  • What they believe / their values
  • What customers say (reviews, testimonials, customer language)

> ✏️ "Anything wrong or missing above?"

**Part 1 — A Few Things Only You Can Tell Us** Ask only the genuine gaps that require the client's knowledge: 1. Who is your target customer? (ICP — describe in a sentence or two) 2. What are your hero products/services? (what to feature most on social) 3. What makes you different? (vs competitors or generic alternatives) 4. What do you want social media to do for your business? (awareness / sales / community / growth / launches — pick 1-2) 5. Current situation: how often are you posting? What's working? What isn't? What do you wish you were doing more of?

**Part 2 — Assets to Send** Must-haves:

  • Brand colours (hex codes preferred, descriptions fine)
  • Font names
  • Logo file (PNG, transparent background)
  • Product/service photos — **original high-res files, not screenshots.** For product brands: one per hero SKU. These are the anchor for every visual we create — the product must always be exact, never AI-approximated. Clean shots on white or neutral background work best.

Helpful to have:

  • Lifestyle / styled shots (products in settings, behind-the-scenes, events)
  • Brand guidelines or Canva Brand Kit (if provided, compresses Part 3 to gap-fillers only)
  • 5–10 example posts — screenshots fine, used for style reference not production
  • Accounts they admire (visual style inspiration)
  • Accounts to avoid (style they don't want)

**Part 3 — Brand & Content Questions** Visual identity:

  • Hex codes (if not in brand kit)
  • Font names (if not in brand kit)
  • Text case convention on social (ALL CAPS / Title Case / mixed)

Content:

  • Signature post format — describe step by step
  • 3–5 real example captions (most valuable input — flag this explicitly)
  • Content pillars (tick-box format with common options + "other")

Rules:

  • Things they'd never post
  • Format mix (feed / Reels / Carousels / Stories — rough percentages)
  • Upcoming events or seasonal moments

Adapt the doc's greeting and closing tone to match the brand's voice. If the brand is casual (like a food brand), write casually. If it's premium, write accordingly.

---

Phase 3 — Asset and Response Review

Once assets and the completed doc are returned:

**Assets received:**

  • Brand guidelines / Canva Brand Kit → use as primary source for Phase 4, compress interview to gap-fillers only
  • Logo file → save to `context/logo.png`
  • Product photos → save to `assets/products/[product-name].png`
  • Lifestyle photos → save to `assets/lifestyle/`
  • Example posts → save to `assets/example-posts/`
  • Hex codes → record as client-supplied
  • Font names → record in typography section
  • Inspo/avoid accounts → note in Do/Don't section

**Doc respo

Read more
@stevenflanagan1
Ships withsocial-ai-team

A set of Claude Code skills that work together as a complete social media team for small and medium businesses. Each skill is a specialist.

Stars on GitHub

Momentum

stars in total
267
Star history of stevenflanagan1/social-ai-team on GitHub, a chart by star-history.com

Other skills on social-ai-team.

More skills from other plugins.

seo

seo

Comprehensive SEO analysis for any website or business type. Full site audits, single-page analysis, technical SEO (crawlability,…

@agricidaniel@agricidanielInstall Skill
brag

brag

Turn the current project website into a short, polished, shareable launch video using Hyperframes. Use when someone says "/brag",…

brag3w21k
@latent-spaces@latent-spacesInstall Skill
geo-audit

geo-audit

Full website GEO+SEO audit with parallel subagent delegation. Orchestrates a comprehensive Generative Engine Optimization audit…

Questions about brand-onboarding.

Which coding agents can use brand-onboarding?
brand-onboarding installs in Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and Windsurf with the skills CLI, using each agent's flag shown on this page. Flowy's auto-invocation, which fires a skill when your prompt matches, runs in Claude Code only.