Overview
What It Does
Client Onboarding packages a focused communication workflow for an AI agent. 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. It is best suited to users who can review the resulting actions and provide only the accounts, files, or command access needed for the task. It is not a substitute for human approval on destructive, financial, security-sensitive, or public-facing actions.
Task ideas
Popular Use Cases
- Draft and organize messages
- Work with communication channels and contacts
- Summarize conversations into next steps
- Automate routine coordination
Installation
Install this Agent Skill
Claude Code
npx skills add https://github.com/indranilbanerjee/digital-marketing-pro --skill client-onboardingCommands derived from the public GitHub SKILL.md record. Checked 2026-09-02. Review the source before running them.
Before you start
Requirements
| Claude Code | Required / review |
| Codex | Required / review |
| Public SKILL.md source | Required / review |
| Review instructions and requested permissions before installation | Required / review |
| Paid service | Check source |
| Supported system | Check source |
Popularity context
Why It’s Popular
Client Onboarding is a verified Agent Skill from indranilbanerjee with a public SKILL.md, compatible with Claude Code, Codex.
Alternatives
