Home/Skills/Client Onboarding Checklist

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Client Onboarding Checklist

Generate structured client onboarding sequences customized by project type and industry

by kitstack ✓

1 downloads8 files · 18 KB

INCLUDES

✓System prompt with expert persona

✓8 structured templates

✓Example input/output pairs

✓Works in Claude, ChatGPT, VS Code

✓No account, no server, no API key

FREE SKILL

€0forever free

.zip · 8 files · 18 KB

Try CRM →

SEE IT WORK

One prompt. Full output.

Claude · with Client Onboarding Checklist

kitstack ✓

Write a proposal for Acme Bakery. 6-week brand refresh, budget €18,000. Include exec summary, phased scope, and pricing table.

Here's your proposal for Acme Bakery:

Proposal: Brand Refresh for Acme Bakery

Executive Summary

A 6-week engagement to modernize Acme Bakery's visual identity and digital presence. Three phases: Discovery & Audit, Design System, Implementation...

Phased Scope

Phase 1 (Wk 1-2): Discovery & Audit — €4,500

Phase 2 (Wk 3-4): Design System — €7,500

Phase 3 (Wk 5-6): Implementation — €6,000

Pricing Table

PhaseDurationCost

Discovery2 weeks€4,500

Design2 weeks

WHAT'S INSIDE

8 files. One .zip.

client-onboarding-skill.zip

▫SKILL.md

▶references/

▫onboarding-phases.md

▫industry-checklists.md

▫client-communication-cadence.md

▶examples/

▫web-dev-onboarding.md

▫consulting-onboarding.md

▫retainer-onboarding.md

▶templates/

▫onboarding-checklist.md

SETUP

Download. Upload. Chat.

This skill works with any major AI assistant. Pick your provider below for step-by-step instructions.

Download the skill

Click the download button above. You get a .zip containing a SKILL.md file and reference documents.

Open Claude

Go to claude.ai and create a new Project, or open Claude Code / Claude Desktop.

Add the skill

Drag the .zip into your Project’s knowledge files. Claude reads the SKILL.md and all references automatically.

Tip: In Claude Code, drop the folder into .claude/skills/ instead.

Start chatting

The skill activates automatically. Just describe what you need — Claude will use the skill’s methodology, templates, and examples.

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UPGRADE PATH

Love the skill? Add memory.

The kit version remembers everything, adds a database, and renders interactive UI inside your chat.

FREE SKILL

Client Onboarding Checklist

✓Download .zip

✓System prompt + templates

✓Works everywhere

—Memory between sessions

—Database

—Interactive UI

€0

RECOMMENDED

SUBSCRIPTION KIT

CRM

✓Everything in the free skill

✓Your own private database

✓12 built-in actions

✓5 interactive views

✓Memory that survives sessions