client-onboarding

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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.

AI & Automation 809 stars 134 forks Updated 4 days ago MIT

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Description 5%
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Skill Content

# /digital-marketing-pro: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 c...

Details

Author
indranilbanerjee
Repository
indranilbanerjee/digital-marketing-pro
Created
7 months ago
Last Updated
4 days ago
Language
Python
License
MIT

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