memstack-business-client-onboarding

memstack-business-client-onboarding is a skill for Claude Code from cwinvestments/memstack. It costs 65 tokens per session (2,586 once invoked), scanned A, original, MIT.

A guide for setting up a new client relationship, from the first welcome message through early project check-ins. It includes questionnaires, a kickoff meeting agenda, access setup, and a 30/60/90-day schedule.

In plain words
What is it for?
It is for preparing welcome emails, intake forms, kickoff meetings, access checklists, expectations documents, and follow-up plans.
Why use it?
It reduces confusion about requirements, responsibilities, access, and communication at the start of client work.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the memstack plugin — 87 skills, 2 commands, 6 hooks shipped together

Good fit It is for preparing welcome emails, intake forms, kickoff meetings, access checklists, expectations documents, and follow-up plans.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cwinvestments/memstack/client-onboarding
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add cwinvestments/memstack --skill client-onboarding
Clone the repo
git clone --depth 1 https://github.com/cwinvestments/memstack

Made for: Claude Code.

Or install memstack, the plugin that ships this one along with the rest of its 87 skills, 2 commands, 6 hooks.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for memstack-business-client-onboarding

README.md
[![agentmods](https://agentmods.dev/badge/skills/cwinvestments/memstack/client-onboarding/github.svg)](https://agentmods.dev/skills/cwinvestments/memstack/client-onboarding)
Your own site
<a href="https://agentmods.dev/skills/cwinvestments/memstack/client-onboarding"><img src="https://agentmods.dev/badge/skills/cwinvestments/memstack/client-onboarding/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for memstack-business-client-onboarding

Your own site · 80×15
<a href="https://agentmods.dev/skills/cwinvestments/memstack/client-onboarding"><img src="https://agentmods.dev/badge/skills/cwinvestments/memstack/client-onboarding.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 65 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,586 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00065 $0.02586
Opus 5.5 $0.00026 $0.01034
Sonnet 5.5 $0.00013 $0.00517
Haiku 4.5 $0.00006 $0.00259

Measured 1mo ago against content hash 2582c65e96c2, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

memstack-business-client-onboarding scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/business/client-onboarding/SKILL.md · 301 lines

How it starts

The opening of the file, as written. The whole thing — 301 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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]

Read the full file on GitHub · 301 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago Changed 2582c65e96c2
  2. 1mo ago First seen · 301 lines · 65 tokens per session scan A ba95b8b19083

Subscribe to this mod's changes

memstack-business-client-onboarding is a skill published in the GitHub repository cwinvestments/memstack (425 stars, last pushed 21d ago), licensed MIT. It adds 65 tokens to every session and 2,586 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.