client onboarding packet generator
Generate professional welcome packets, checklists, and communication guides to onboard new service clients.
$5
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
GitHub Copilot
Gemini CLI+20 moreClaude CodeCursorCodex CLIGitHub CopilotGemini CLI
OpenClaw
Manus
Grok+17 agentsclient onboarding packet generator
Example session with this skill installed
I'm a marketing consultant. My client Alex just joined my 6-month SEO strategy retainer for $2k/mo. We meet bi-weekly on Google Meet and use Slack for daily chat. I need a welcome packet.
- Read your context and instructions
- Compiled the client onboarding packet
I have generated your complete onboarding packet and welcome email for Alex.
Client Onboarding Packet: SEO Strategy Retainer
Welcome Letter
Dear Alex,
Welcome—and congratulations on making this decision. It takes real courage to invest in your business growth, and I take that seriously. I'm excited to work with you on scaling your organic traffic and building a sustainable SEO engine. Over the next 6 months, we're going to transform your search presence. This packet has everything you need to get started.
Engagement Overview
| Detail | Info |
|---|---|
| Program | SEO Strategy Retainer |
| Duration | 6 Months (Ongoing) |
| Format | 1:1 Consulting |
| Sessions | Bi-weekly Google Meet calls |
| Primary communication | Slack & Email |
| Your investment | $2,000 / month |
First-Step Checklist
- Join the Slack Channel: Check your inbox for the invite link sent today.
- Grant Analytics Access: Provide 'Editor' access to Google Search Console and GA4.
- Complete Intake Form: Fill out the "Competitor & Keyword Goals" form in the client folder.
- Book Strategy Session: Use the link in this packet to schedule our kickoff call.
Communication Policy
- Slack: Best for quick questions and daily updates. Handle: @SEO_Lead.
- Email: Best for formal approvals and weekly reports.
- Response Time: I respond to messages within 24 business hours, Monday through Friday.
Mutual Commitments
- My Commitment: I will provide data-driven insights and transparent monthly reporting.
- Your Commitment: You will provide timely feedback on content approvals to maintain momentum.
FAQ
- What if I need to reschedule? Please provide 24 hours' notice via the booking link.
- When is payment due? Retainers are billed on the 1st of each month via Stripe.
Next steps
- Copy the Markdown content above into your brand template or a PDF generator.
- Replace the placeholder links with your specific booking and intake form URLs.
- Send the companion welcome email to Alex today to kick off the project.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
New clients often experience "buyer's remorse" or confusion immediately after signing a contract. Without a clear path forward, service providers risk losing momentum or appearing unprofessional during the critical first week.
Built with beginners in mind — describe your service and client details, and this skill assembles a complete onboarding packet with welcome materials and next steps. No client management experience required. Experienced service providers save time too: professional, consistent onboarding documentation on every new client means smoother starts and stronger first impressions.
What it does
- Generates a comprehensive welcome letter and engagement overview personalized to the client's specific goals.
- Creates a clear project timeline and milestone breakdown to manage expectations.
- Builds a technical setup checklist and communication guide covering tools like Slack, Zoom, or Notion.
- Drafts a mutual accountability contract outlining responsibilities for both the provider and the client.
- Produces a companion welcome email to deliver the packet professionally.
Why this beats prompting it yourself
Writing onboarding materials from scratch for every client is time-consuming and prone to missing logistical details. This skill uses a structured framework that ensures no critical information—like payment schedules or boundary-setting FAQs—is overlooked, while maintaining a high-end agency feel.
Use cases
- Consultants launching a 1:1 engagement who need to set immediate boundaries and next steps.
- Agencies onboarding retainer clients who require a centralized source of truth for communication and deliverables.
- Coaches moving a group program through a standardized intake and setup process.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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- Passed all security checks, Safe to install