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Client Onboarding Pack

Builds a full onboarding plan for a new marketing client, from kickoff to 90-day plan.

by indranilbanerjee · ★ 909 on GitHub

View on GitHub ↗ How to install it

What it does

Share the new client's details, services contracted, and team structure. Claude puts together a kickoff agenda, discovery questions, access checklist, and a 30-60-90 day plan. You get a ready-to-use onboarding package for the new account.

Who it’s for

A good fit for small business owners and startup founders, people who run the day-to-day of a business and HR teams, recruiters and hiring managers.

Small Business & Startups Operations & Admin HR & Recruiting

Do you need to code?

No. You can use this without writing or editing any code.

How to install

Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.

Safety note

Nothing specific was flagged when we reviewed this listing.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

MIT

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