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Agent skill

Client Onboarding

by indranilbanerjee in indranilbanerjee/digital-marketing-pro

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…

MITAuto-check passedProductivity & Automation

Install Client Onboarding

skills CLI
$ npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install indranilbanerjee/digital-marketing-pro client-onboarding --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/indranilbanerjee/digital-marketing-pro.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/client-onboarding .claude/skills/client-onboarding && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
client-onboarding
GitHub stars
859
Used in
1 other repo
Token cost
~1.8k tokens
SKILL.md length
780 words
Files
1
Skills in repo
162
Repo updated
First seen
Licence
MIT

At a glance

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…

  • Works in 11 steps: Load brand context: Read… → Research client industry onboarding best… → Build kickoff meeting agenda: Structure… → …
  • /digital-marketing-pro:client-onboarding
  • SKILL.md covers Purpose, Input Required, Process and Output, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Client Onboarding is an agent skill from indranilbanerjee/digital-marketing-pro. 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…

Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Productivity & Automation, covering Project management, Transactional email and Meeting notes and agendas. The repository describes itself as: An open-source AI marketing operating system for strategy, SEO, AEO/GEO, paid media, content, CRM, and analytics - grounded in brand context, human approval, and verifiable… The licence is MIT.

When your agent uses it

  • /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

Example prompts

  • “/digital-marketing-pro:client-onboarding”
  • “we just signed a new client”
  • “build a kickoff agenda and discovery questionnaire”
  • “/client-onboarding”

Workflow steps

11 steps, taken from the first numbered list in SKILL.md.

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load…
  2. Research client industry onboarding best practices: Identify industry-specific onboarding considerations — regulatory requirements…
  3. Build kickoff meeting agenda: Structure a 60-90 minute kickoff covering introductions, engagement overview, goals alignment, process…
  4. Create discovery questionnaire: Draft 20-30 questions covering business context, competitive landscape, past marketing efforts, brand…
  5. Map stakeholders and decision-makers: Build a stakeholder map with RACI matrix (Responsible, Accountable, Consulted, Informed) for key…
  6. Define access and permissions checklist: Create a platform-by-platform checklist of all accounts, tools, and systems needing access — with…
  7. Set 30-60-90 day milestones: Define specific, measurable milestones for each phase — discovery and setup (30 days), optimization and early…
  8. Establish communication cadence: Design the recurring meeting and reporting schedule — weekly status calls, monthly performance reports…
  9. Create escalation protocol: Define severity tiers (informational, urgent, critical), response time expectations, escalation paths on both…
  10. Build knowledge transfer checklist: List all assets, documents, logins, brand files, historical data, and institutional knowledge the…
  11. Compile into unified onboarding document: Assemble all components into a single structured onboarding package with clear ownership…

What it can do on your machine

Read from SKILL.md and the folder at commit 3343924. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Client Onboarding loads about 1.8k tokens when it runs. Until then it costs about 182 tokens; SKILL.md has 780 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~182
When it runs · the whole SKILL.md, loaded when a task matches
~1.8k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from indranilbanerjee/digital-marketing-pro at commit 3343924, republished under its MIT licence (© indranilbanerjee). 780 words, ~1,847 tokens.

Download SKILL.mdSave it as .claude/skills/client-onboarding/SKILL.md (or your agent's skills folder).
name
client-onboarding
description
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.

/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 channels (Slack, email, calls), timezone, meeting availability, and response time expectations
  • Success criteria: What the client considers a successful engagement at 30, 60, and 90 days — and contractual KPIs if defined

Process

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
  2. Research client industry onboarding best practices: Identify industry-specific onboarding considerations — regulatory requirements, seasonal timing, common data sources, and typical ramp-up periods for the client's vertical
  3. Build kickoff meeting agenda: Structure a 60-90 minute kickoff covering introductions, engagement overview, goals alignment, process walkthrough, access handoff, communication setup, and immediate next steps
  4. Create discovery questionnaire: Draft 20-30 questions covering business context, competitive landscape, past marketing efforts, brand guidelines, content assets, data access, approval workflows, and success definitions
  5. Map stakeholders and decision-makers: Build a stakeholder map with RACI matrix (Responsible, Accountable, Consulted, Informed) for key activities — content approval, budget changes, strategy shifts, reporting, and escalations
  6. Define access and permissions checklist: Create a platform-by-platform checklist of all accounts, tools, and systems needing access — with permission level, owner, and deadline for provisioning
  7. Set 30-60-90 day milestones: Define specific, measurable milestones for each phase — discovery and setup (30 days), optimization and early results (60 days), full operation and first performance review (90 days)
  8. Establish communication cadence: Design the recurring meeting and reporting schedule — weekly status calls, monthly performance reports, quarterly business reviews, and ad-hoc escalation triggers
  9. Create escalation protocol: Define severity tiers (informational, urgent, critical), response time expectations, escalation paths on both agency and client sides, and resolution tracking
  10. Build knowledge transfer checklist: List all assets, documents, logins, brand files, historical data, and institutional knowledge the client needs to provide for the agency to operate effectively
  11. Compile into unified onboarding document: Assemble all components into a single structured onboarding package with clear ownership, deadlines, and a first-week action plan for immediate momentum
Show full SKILL.md (234 more words)Show less

Output

A structured client onboarding package containing:

  • Kickoff meeting agenda: 60-90 minute structured agenda with discussion topics, time allocations, presenters, and pre-read materials
  • Discovery questionnaire: 20-30 targeted questions organized by category (business, competitive, brand, technical, process) with space for responses
  • Stakeholder map with RACI matrix: Visual map of all stakeholders with decision authority, RACI assignments for key activities, and contact details
  • Account access checklist: Platform-by-platform list with required permission levels, current owner, agency contact, and provisioning deadline
  • 30-60-90 day milestone plan: Phase-based milestone schedule with specific deliverables, success criteria, and checkpoint dates per phase
  • Communication cadence: Complete meeting and reporting schedule — weekly, monthly, and quarterly touchpoints with attendees and agenda templates
  • Escalation protocol: Severity tier definitions (informational/urgent/critical) with response times, escalation paths, and resolution tracking process
  • Knowledge transfer checklist: Categorized list of all assets, documents, data, and access the client must provide with deadlines and responsible parties
  • Welcome email template: Ready-to-send email introducing the account team, confirming kickoff details, and listing pre-kickoff action items
  • Internal team brief: Agency-internal document summarizing client context, key stakeholders, sensitivities, opportunities, and account strategy
  • Risk register with mitigation: Identified onboarding risks (delayed access, stakeholder availability, data gaps) with likelihood, impact, and mitigation steps
  • First-week action plan: Day-by-day schedule for the first five business days with specific tasks, owners, and completion criteria

Agents Used

  • marketing-strategist — Stakeholder mapping, milestone planning, communication design, discovery questionnaire development, risk assessment, and onboarding workflow orchestration

© indranilbanerjee, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/client-onboarding of indranilbanerjee/digital-marketing-pro.

Open the folder on GitHubat commit 3343924

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in indranilbanerjee/digital-marketing-pro, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Client Onboarding next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Client Onboarding compared with similar skills
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Client Onboarding this skillindranilbanerjee/digital-marketing-pro8591 repos~1.8kAutomated safety check: PassMIT
Sop Builderericrisco/rsc-harness174—~3.1kAutomated safety check: PassMIT
Meeting Analyzerborghei/Claude-Skills886—~3.3kAutomated safety check: PassMIT
Zohosundial-org/awesome-openclaw-skills663—~2.7kAutomated safety check: NotesNone
Obsidian Research Logbrycewang-stanford/Auto-Empirical-Research-Skills4.5k—~378Automated safety check: PassCustom licence
Eu AI Act Readinessseb1n/awesome-ai-agent-skills206—~3.3kAutomated safety check: PassMIT

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Categories

Questions about Client Onboarding

What does Client Onboarding do?

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…. Client Onboarding is an agent skill from indranilbanerjee/digital-marketing-pro. 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.

When should I use Client Onboarding?

Client Onboarding fits situations like: /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.

How do I install Client Onboarding in Claude Code?

Run `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -a claude-code`. Or copy the skill folder (skills/client-onboarding in indranilbanerjee/digital-marketing-pro) into .claude/skills/client-onboarding in your project. Claude Code loads it when a task matches its description.

How do I install Client Onboarding in Codex?

Run `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -a codex`. Or copy the skill folder (skills/client-onboarding in indranilbanerjee/digital-marketing-pro) into .agents/skills/client-onboarding in your project. Codex loads it when a task matches its description.

Can I use Client Onboarding in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/client-onboarding, .gemini/skills/client-onboarding, .github/skills/client-onboarding and .opencode/skills/client-onboarding in your project.

What does Client Onboarding need to run?

SKILL.md names no scripts, command-line tools or credentials: Client Onboarding is instructions for the agent only.

Does Client Onboarding access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Client Onboarding safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Client Onboarding use?

Client Onboarding is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Client Onboarding use?

About 1.8k tokens (SKILL.md is roughly 7.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Client Onboarding?

Skills that share tags, products or a category with Client Onboarding: Sop Builder (ericrisco/rsc-harness, 174 stars), Meeting Analyzer (borghei/Claude-Skills, 886 stars), Zoho (sundial-org/awesome-openclaw-skills, 663 stars) and Obsidian Research Log (brycewang-stanford/Auto-Empirical-Research-Skills, 4.5k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Client Onboarding?

indranilbanerjee (a GitHub user) maintains it in indranilbanerjee/digital-marketing-pro, which has 859 GitHub stars. The repository holds 162 skills in this directory. The repository was last updated on October 4, 2026.

Source: indranilbanerjee/digital-marketing-pro on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.