client-onboarding

Name: client-onboarding
Author: indranilbanerjee

507stars91forks

How to install client-onboarding?

indranilbanerjee/digital-marketing-pro/client-onboarding

$npx -y skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding

Installs into the current project.

Summary

Plan client onboarding. Use when: kickoff agenda, discovery questionnaire, account setup checklist, 30-60-90 day plan.

Files · 1

View on GitHub

SKILL.md

1	# /digital-marketing-pro:client-onboarding
2
3	## Purpose
4
5	Generate a comprehensive client onboarding workflow for a new marketing engagement. Covers kickoff planning, discovery, stakeholder alignment, access provisioning, milestone setting, and communication protocols to ensure a smooth transition from signed contract to active account with clear expectations on both sides.
6
7	## Input Required
8
9	The user must provide (or will be prompted for):
10
11	- Client name and industry: The new client's business name, vertical, and market segment
12	- Services contracted: Which marketing services are included in the engagement (SEO, PPC, social, content, email, analytics, etc.)
13	- Engagement timeline: Contract duration and key dates — start date, first deliverable, first review, contract end
14	- Team structure (agency side): Account lead, strategist, specialists, and any shared resources assigned to the account
15	- Team structure (client side): Primary contact, marketing lead, approvers, and subject matter experts available
16	- Account access needs: Platforms, tools, and accounts requiring credentials or permissions (Google Ads, Analytics, CMS, social accounts, CRM, etc.)
17	- Client maturity level: Startup, SMB, or enterprise — determines complexity of onboarding, approval layers, and compliance requirements
18	- Stakeholder list: All individuals involved in the engagement with roles, decision authority, and communication preferences
19	- Communication preferences: Preferred channels (Slack, email, calls), timezone, meeting availability, and response time expectations
20	- Success criteria: What the client considers a successful engagement at 30, 60, and 90 days — and contractual KPIs if defined
21
22	## Process
23
24	1. Load brand context: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. Also check for guidelines at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions and relevant category files. Check for custom templates at `~/.claude-marketing/brands/{slug}/templates/`. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
25	2. Research client industry onboarding best practices: Identify industry-specific onboarding considerations — regulatory requirements, seasonal timing, common data sources, and typical ramp-up periods for the client's vertical
26	3. Build kickoff meeting agenda: Structure a 60-90 minute kickoff covering introductions, engagement overview, goals alignment, process walkthrough, access handoff, communication setup, and immediate next steps
27	4. Create discovery questionnaire: Draft 20-30 questions covering business context, competitive landscape, past marketing efforts, brand guidelines, content assets, data access, approval workflows, and success definitions
28	5. Map stakeholders and decision-makers: Build a stakeholder map with RACI matrix (Responsible, Accountable, Consulted, Informed) for key activities — content approval, budget changes, strategy shifts, reporting, and escalations
29	6. Define access and permissions checklist: Create a platform-by-platform checklist of all accounts, tools, and systems needing access — with permission level, owner, and deadline for provisioning
30	7. Set 30-60-90 day milestones: Define specific, measurable milestones for each phase — discovery and setup (30 days), optimization and early results (60 days), full operation and first performance review (90 days)
31	8. Establish communication cadence: Design the recurring meeting and reporting schedule — weekly status calls, monthly performance reports, quarterly business reviews, and ad-hoc escalation triggers
32	9. Create escalation protocol: Define severity tiers (informational, urgent, critical), response time expectations, escalation paths on both agency and client sides, and resolution tracking
33	10. Build knowledge transfer checklist: List all assets, documents, logins, brand files, historical data, and institutional knowledge the client needs to provide for the agency to operate effectively
34	11. Compile into unified onboarding document: Assemble all components into a single structured onboarding package with clear ownership, deadlines, and a first-week action plan for immediate momentum
35
36	## Output
37
38	A structured client onboarding package containing:
39
40	- Kickoff meeting agenda: 60-90 minute structured agenda with discussion topics, time allocations, presenters, and pre-read materials
41	- Discovery questionnaire: 20-30 targeted questions organized by category

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Type

client-onboarding

507stars91forks

View on GitHub

How to install client-onboarding?

indranilbanerjee/digital-marketing-pro/client-onboarding

$npx -y skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding

Installs into the current project.

Summary

Plan client onboarding. Use when: kickoff agenda, discovery questionnaire, account setup checklist, 30-60-90 day plan.

Files · 1

View on GitHub

SKILL.md

1	# /digital-marketing-pro:client-onboarding
2
3	## Purpose
4
5	Generate a comprehensive client onboarding workflow for a new marketing engagement. Covers kickoff planning, discovery, stakeholder alignment, access provisioning, milestone setting, and communication protocols to ensure a smooth transition from signed contract to active account with clear expectations on both sides.
6
7	## Input Required
8
9	The user must provide (or will be prompted for):
10
11	- Client name and industry: The new client's business name, vertical, and market segment
12	- Services contracted: Which marketing services are included in the engagement (SEO, PPC, social, content, email, analytics, etc.)
13	- Engagement timeline: Contract duration and key dates — start date, first deliverable, first review, contract end
14	- Team structure (agency side): Account lead, strategist, specialists, and any shared resources assigned to the account
15	- Team structure (client side): Primary contact, marketing lead, approvers, and subject matter experts available
16	- Account access needs: Platforms, tools, and accounts requiring credentials or permissions (Google Ads, Analytics, CMS, social accounts, CRM, etc.)
17	- Client maturity level: Startup, SMB, or enterprise — determines complexity of onboarding, approval layers, and compliance requirements
18	- Stakeholder list: All individuals involved in the engagement with roles, decision authority, and communication preferences
19	- Communication preferences: Preferred channels (Slack, email, calls), timezone, meeting availability, and response time expectations
20	- Success criteria: What the client considers a successful engagement at 30, 60, and 90 days — and contractual KPIs if defined
21
22	## Process
23
24	1. Load brand context: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. Also check for guidelines at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions and relevant category files. Check for custom templates at `~/.claude-marketing/brands/{slug}/templates/`. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
25	2. Research client industry onboarding best practices: Identify industry-specific onboarding considerations — regulatory requirements, seasonal timing, common data sources, and typical ramp-up periods for the client's vertical
26	3. Build kickoff meeting agenda: Structure a 60-90 minute kickoff covering introductions, engagement overview, goals alignment, process walkthrough, access handoff, communication setup, and immediate next steps
27	4. Create discovery questionnaire: Draft 20-30 questions covering business context, competitive landscape, past marketing efforts, brand guidelines, content assets, data access, approval workflows, and success definitions
28	5. Map stakeholders and decision-makers: Build a stakeholder map with RACI matrix (Responsible, Accountable, Consulted, Informed) for key activities — content approval, budget changes, strategy shifts, reporting, and escalations
29	6. Define access and permissions checklist: Create a platform-by-platform checklist of all accounts, tools, and systems needing access — with permission level, owner, and deadline for provisioning
30	7. Set 30-60-90 day milestones: Define specific, measurable milestones for each phase — discovery and setup (30 days), optimization and early results (60 days), full operation and first performance review (90 days)
31	8. Establish communication cadence: Design the recurring meeting and reporting schedule — weekly status calls, monthly performance reports, quarterly business reviews, and ad-hoc escalation triggers
32	9. Create escalation protocol: Define severity tiers (informational, urgent, critical), response time expectations, escalation paths on both agency and client sides, and resolution tracking
33	10. Build knowledge transfer checklist: List all assets, documents, logins, brand files, historical data, and institutional knowledge the client needs to provide for the agency to operate effectively
34	11. Compile into unified onboarding document: Assemble all components into a single structured onboarding package with clear ownership, deadlines, and a first-week action plan for immediate momentum
35
36	## Output
37
38	A structured client onboarding package containing:
39
40	- Kickoff meeting agenda: 60-90 minute structured agenda with discussion topics, time allocations, presenters, and pre-read materials
41	- Discovery questionnaire: 20-30 targeted questions organized by category

People who liked this also viewed

6 picks

Type