client-onboarding
FeaturedGenerate 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.
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Quality Score: 92/100
Skill Content
Details
- Author
- indranilbanerjee
- Repository
- indranilbanerjee/digital-marketing-pro
- Created
- 7 months ago
- Last Updated
- 4 days ago
- Language
- Python
- License
- MIT
Integrates with
Bundled in these plugins
Similar Skills
Semantically similar based on skill content — not just same category
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.
client-onboarding
Use when a new client has just signed and you need a kickoff email, expectations doc, and first-week plan to start the engagement cleanly.
new-client-onboarding
Drafts a new client welcome email and a staged kickoff information request tailored to bookkeeping, tax, or payroll engagements; use when onboarding a new client after a signed engagement letter, sending a welcome message, or requesting initial access, records, software invites, and documents.