memstack-business-client-onboarding

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]