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client-onboarding-kit

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Build a smooth client-onboarding process that starts projects on the right foot — clear expectations, the info you need, and a professional first impression that prevents problems later. Use when asked to onboard a new client, create an onboarding process, kick off a client project, or client welcome packet. Produces a welcome and kickoff flow, the intake you need to start, expectation-setting on scope/comms/timeline/payment, a kickoff-meeting agenda, and the templates to reuse — so onboarding is consistent, not improvised, and prevents the scope and communication problems that sink projects.

skills/client-onboarding-kit/SKILL.md

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Nov 10, 2026
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MIT

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# Client-Onboarding Kit

How a project starts largely determines how it goes. Sloppy onboarding — unclear scope, missing info, mismatched expectations — is where most client problems are born. A clean, repeatable onboarding process sets expectations, gathers what you need, and signals professionalism from day one. This builds that flow so every new client starts the same, smooth way.

## What This Skill Produces

- **A welcome & kickoff flow** — the sequence from signed deal to project start (welcome, intake, kickoff, first steps)
- **The intake** — the exact information, access, and assets you need to begin (so you're not chasing it later)
- **Expectation-setting** — clear alignment on scope, communication norms, timeline, milestones, and payment terms
- **A kickoff-meeting agenda** — a structured first meeting that aligns everyone and builds confidence
- **Reusable templates** — the welcome message, intake form, and kickoff agenda to reuse every time
- **Problem-prevention** — the boundaries (scope, comms cadence, revisions) set now that prevent disputes later

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