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Project Management

Real file from a public repo · synced Aug 22, 2026

client-onboarding

Generate a complete onboarding package for a new marketing client — kickoff meeting agenda, 20-30 question discovery questionnaire, stakeholder map with RACI matrix, platform-by-platform access checklist, 30-60-90 day milestone plan, communication cadence, escalation protocol, welcome email template, internal team brief, risk register, and a day-by-day first-week action plan. Triggers on \"/digital-marketing-pro:client-onboarding\", \"we just signed a new client\", \"build a kickoff agenda and discovery questionnaire\", \"30-60-90 day plan for the new account\", \"what access do we need from the client\". Reads the brand profile, guidelines, custom templates, and agency SOPs so the package matches house process.

Works with

Claude CodeCursorCodex CLIGitHub CopilotGemini CLI

Install in three steps

  1. 1

    Download the ZIP

    One file per agent, plus INSTALL.md with the exact paths below.

  2. 2

    Claude Code: copy SKILL.md into your skills folder

    .claude/skills/client-onboarding/SKILL.md    # this project
    ~/.claude/skills/client-onboarding/SKILL.md   # every project
  3. 3

    Other agents: use the matching file

    skill.mdc goes in Cursor’s .cursor/rules/. AGENTS.md works as GitHub Copilot instructions, a legacy .cursorrules, or a Codex / Gemini CLI instructions file.

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