From bizops
Onboard new clients — create contact records, project files, welcome materials, onboarding checklists, and intake workflows, or any request involving setting up everything for a new client relationship.
How this skill is triggered — by the user, by Claude, or both
Slash command
/bizops:bizops-client-onboarding [client name] [--type consulting/retainer/project/partner/subscriber/student] [--company name] [--email address] [--phone number] [--service description] [--value amount][client name] [--type consulting/retainer/project/partner/subscriber/student] [--company name] [--email address] [--phone number] [--service description] [--value amount]This skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
A comprehensive new client onboarding workflow that takes basic client information and sets up everything needed for a successful working relationship. In one pass, it creates: a contact entry in the people directory, a project file for their work, a welcome email draft, an onboarding checklist, and an initial meeting agenda. Everything is cross-linked so the AI can find client context from any...
A comprehensive new client onboarding workflow that takes basic client information and sets up everything needed for a successful working relationship. In one pass, it creates: a contact entry in the people directory, a project file for their work, a welcome email draft, an onboarding checklist, and an initial meeting agenda. Everything is cross-linked so the AI can find client context from any entry point.
search_notes with query "bizops client onboarding preferences" (folder: brain/preferences)write_note → title: bizops-onboarding-preferences, folder: brain/preferences🤝 Client Onboarding | {Business Name} | {Service Type} | Preferences: ✓ loaded
Add: "Say 'update my onboarding preferences' to change settings."Extract from the user's message (ask for essentials if missing, skip non-essentials):
Essential:
| Field | Description |
|---|---|
| Client Name | Full name of the primary contact |
| Company/Entity | Business name (if applicable) |
| Service/Engagement | What you are doing for them |
Helpful but Optional:
| Field | Description | Default |
|---|---|---|
| Primary email | "TBD — ask during first call" | |
| Phone | Primary phone | "TBD" |
| Address | Mailing/billing address | "TBD" |
| How They Found You | Referral, social, website, etc. | "Not specified" |
| Engagement Value | Dollar value of the deal/contract | "TBD" |
| Start Date | When the engagement begins | Today's date |
| Key Dates | Any important deadlines | None |
| Special Notes | Preferences, requirements, context | None |
Use mcp__cloud-brain__write_note with:
{Full Name}people["person", "client", "active"]# {Full Name}
> **Role:** Client
> **Company:** {company}
> **Status:** Active
> **Since:** {YYYY-MM-DD}
> **Priority:** {High if active engagement}
## Contact Info
| Field | Value |
|-------|-------|
| Email | {email} |
| Phone | {phone} |
| Address | {address} |
| Preferred Contact | {email/phone/text} |
## Relationship Context
- **How they found us:** {source}
- **Engagement:** {what we are doing for them}
- **Value:** ${amount}
- **Start Date:** {date}
## Key Notes
- {any special notes, preferences, or context}
## Interaction History
| Date | Type | Summary |
|------|------|---------|
| {today} | Onboarding | Client onboarded. Files created. |
## Linked Notes
- Project: [[{Client Name} — {Engagement Type}]]
- Invoices: search Cloud Brain for "invoice {client-slug}"
Use mcp__cloud-brain__write_note with:
{Client Name} — {Engagement Type}projects["project", "client", "active"]# {Client Name} — {Engagement Type}
> **Status:** In Progress
> **Priority:** High
> **Client:** [[{Full Name}]]
> **Start Date:** {YYYY-MM-DD}
> **Target Completion:** {date or "Ongoing"}
> **Value:** ${amount}
## Scope
{Description of what is being delivered, key deliverables, and boundaries}
## Milestones
| # | Milestone | Target Date | Status |
|---|-----------|-------------|--------|
| 1 | Onboarding complete | {date} | In Progress |
| 2 | {milestone} | {date} | Not Started |
| 3 | {milestone} | {date} | Not Started |
| 4 | Final delivery / Close | {date} | Not Started |
## Tasks
- [ ] Complete onboarding checklist
- [ ] Send welcome email
- [ ] Schedule kickoff call
- [ ] {task specific to engagement}
- [ ] {task specific to engagement}
## Notes
- {date}: Client onboarded. Engagement initiated.
## Blockers
None currently.
Use mcp__cloud-brain__write_note with:
Welcome Email — {Client Name}drafts["draft", "email", "client-onboarding"]# Welcome Email — {Client Name}
> **To:** {client email}
> **Subject:** Welcome! Here's what to expect working with us
---
Hi {First Name},
Welcome aboard! I'm excited to start working together on {brief description of engagement}.
Here's what happens next:
**1. Kickoff Call**
We'll schedule a {30/60}-minute call to align on goals, timeline, and expectations. I'll send a calendar invite shortly.
**2. Information I'll Need From You**
To get started, I'll need a few things:
{bulleted list of items needed — documents, access, info, etc. Customize based on engagement type}
**3. How We'll Communicate**
{Communication preferences — email for formal, text/call for urgent, weekly check-ins, etc.}
**4. Timeline**
{Brief overview of key dates and milestones}
If you have any questions in the meantime, don't hesitate to reach out. Looking forward to getting results.
Best,
{User's name}
{User's title/company}
{Contact info}
Use mcp__cloud-brain__write_note with:
Onboarding Checklist — {Client Name}projects["checklist", "client-onboarding", "active"]# Onboarding Checklist — {Client Name}
> **Created:** {date}
> **Target Completion:** {7-14 days from start}
## Pre-Kickoff
- [ ] Contact entry created in Cloud Brain (people folder)
- [ ] Project file created in Cloud Brain (projects folder)
- [ ] Welcome email sent
- [ ] Kickoff call scheduled
- [ ] Client info collected (email, phone, address)
## During Kickoff
- [ ] Goals and expectations aligned
- [ ] Timeline and milestones confirmed
- [ ] Communication preferences established
- [ ] Key contacts identified (if company has multiple stakeholders)
- [ ] Required documents/access requested
## Post-Kickoff
- [ ] Meeting notes filed
- [ ] Action items documented in project file
- [ ] First deliverable/milestone scheduled
- [ ] Follow-up email sent with meeting summary
- [ ] Invoice configuration set up (if applicable)
## Engagement-Specific Items
- [ ] {Custom item based on service type}
- [ ] {Custom item based on service type}
- [ ] {Custom item based on service type}
## Handoff to Active Work
- [ ] All onboarding items complete
- [ ] Client confirmed ready to proceed
- [ ] Project status updated to "Active"
- [ ] First milestone work initiated
Use mcp__cloud-brain__write_note with:
Kickoff Agenda — {Client Name}drafts["draft", "agenda", "client-onboarding"]# Kickoff Meeting Agenda — {Client Name}
> **Date:** {TBD — to be scheduled}
> **Duration:** 30-60 minutes
> **Attendees:** {User}, {Client Name}
---
## 1. Introductions and Context (5 min)
- Quick personal intros (if not already acquainted)
- How they found us / what prompted the engagement
## 2. Goals and Expectations (10 min)
- What does success look like for them?
- Primary goals for this engagement
- Any concerns or past experiences to be aware of
## 3. Scope and Deliverables (10 min)
- Confirm what is being delivered
- Clarify what is NOT included (boundaries)
- Walk through milestones and timeline
## 4. Process and Communication (10 min)
- How we will work together (tools, frequency, style)
- Preferred communication channel and response time expectations
- Who are the decision makers / points of contact
- How we handle changes or scope adjustments
## 5. Information and Access Needed (10 min)
- Documents, credentials, or data needed from the client
- Any third-party introductions required
- Timeline for providing these items
## 6. Next Steps (5 min)
- Confirm immediate action items for both sides
- Set the next check-in or milestone date
- Any questions?
---
## Post-Meeting Action Items
| # | Action | Owner | Due |
|---|--------|-------|-----|
| 1 | {action} | {who} | {when} |
| 2 | {action} | {who} | {when} |
| 3 | {action} | {who} | {when} |
Ensure all created notes reference each other using [[wiki-links]]:
Present a summary of everything created to the user.
CLIENT ONBOARDING COMPLETE — {Client Name}
============================================
Notes Created in Cloud Brain:
1. Contact: people/{Full Name}
2. Project: projects/{Client Name} — {Engagement Type}
3. Checklist: projects/Onboarding Checklist — {Client Name}
4. Welcome: drafts/Welcome Email — {Client Name}
5. Agenda: drafts/Kickoff Agenda — {Client Name}
Next Steps:
1. Review and send the welcome email
2. Schedule the kickoff call
3. Collect required info from the client
4. Work through the onboarding checklist
Client Summary:
- Name: {name}
- Company: {company}
- Engagement: {type}
- Value: ${amount}
- Start Date: {date}
User: "Onboard John Martinez from Apex Solutions. He wants a 3-month consulting engagement at $2,000/month. His email is [email protected]."
AI: Creates all 5 notes in Cloud Brain: contact entry with full info, project file scoped to a 3-month consulting engagement at $6,000 total, welcome email referencing consulting deliverables, onboarding checklist customized for consulting (adding items like "confirm project scope", "schedule kickoff call", "share intake questionnaire"), and a kickoff agenda focused on goals and timeline. Reports everything created.
User: "New client: Sarah Chen, strategy consulting engagement, $5K/month retainer"
AI: Creates full onboarding package for a consulting client. Adapts the checklist and agenda for a retainer-style engagement. Welcome email references monthly deliverables and check-in cadence.
User: "I just closed a deal with Marcus Thompson. Set everything up for him."
AI: Asks for minimal missing info (company, engagement type, contact details) then runs the full onboarding workflow.
User: "Bring on ABC Corp as a client — they need a full marketing package"
AI: Creates contact entry for the company, project file for the marketing package work, and all onboarding materials. Adapts the checklist to include project-specific items (brand assets, target audience info, campaign goals).
Every client onboarding creates exactly 5 notes in Cloud Brain:
| # | Note | Folder | Purpose |
|---|---|---|---|
| 1 | Contact Entry | people | Full contact record with relationship context |
| 2 | Project File | projects | Scope, milestones, tasks, timeline |
| 3 | Welcome Email Draft | drafts | Ready-to-send welcome email (reads brand voice from CLAUDE.md) |
| 4 | Onboarding Checklist | projects | Pre-kickoff, during kickoff, post-kickoff items |
| 5 | Kickoff Meeting Agenda | drafts | Structured agenda for the first meeting |
The checklist includes these universal items (plus engagement-specific items added dynamically):
search_notes to check first. If found, do not create a duplicate. Read the existing note and inform the user: "A contact entry already exists for {name}. I'll update their existing record with the new client engagement info rather than creating a duplicate." Then use write_note to update the existing note with the new engagement context.Guides creation, editing, and verification of skills for AI coding agents using test-driven development with subagent scenarios. Use when authoring or debugging skills.
npx claudepluginhub owenmecham/mbg --plugin bizops