client-onboardinglisted
Install: claude install-skill Faiz07yo/digital-marketing-pro
# /dm:client-onboarding
## Purpose
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.
## Input Required
The user must provide (or will be prompted for):
- **Client name and industry**: The new client's business name, vertical, and market segment
- **Services contracted**: Which marketing services are included in the engagement (SEO, PPC, social, content, email, analytics, etc.)
- **Engagement timeline**: Contract duration and key dates — start date, first deliverable, first review, contract end
- **Team structure (agency side)**: Account lead, strategist, specialists, and any shared resources assigned to the account
- **Team structure (client side)**: Primary contact, marketing lead, approvers, and subject matter experts available
- **Account access needs**: Platforms, tools, and accounts requiring credentials or permissions (Google Ads, Analytics, CMS, social accounts, CRM, etc.)
- **Client maturity level**: Startup, SMB, or enterprise — determines complexity of onboarding, approval layers, and compliance requirements
- **Stakeholder list**: All individuals involved in the engagement with roles, decision authority, and communication preferences
- **Communication preferences**: Preferred channels (Slack, ema