# Client Onboarding Plan

> Build kickoff plan, access checklist, timeline, communication rhythm, and success measures.

- Skill: `danthamanvoiss/client-onboarding-plan` (Agent Skill)
- Install (CLI): `npx skillmds@latest add danthamanvoiss/client-onboarding-plan`
- Raw SKILL.md: https://api.skillmd.com/api/skills/danthamanvoiss/client-onboarding-plan/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: danthamanvoiss (https://skillmd.com/u/danthamanvoiss)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/danthamanvoiss/client-onboarding-plan

---


## Purpose
Create an implementation-ready onboarding plan from confirmed deal context.

## Use when
- Starting a new client engagement.
- Aligning scope, access, and responsibilities.

## Required inputs
- Approved scope and timeline.
- Stakeholders and communication preferences.
- Access requirements for relevant platforms.

## Safety/authority
- Draft-only planning output; no account/system changes.
- No promises beyond approved scope.
- Include escalation path for blockers and compliance concerns.

## Workflow
1. Confirm scope and kickoff objective.
2. Build access/dependency checklist.
3. Define first 30/60/90-day timeline.
4. Set communication cadence and success measures.

## Output format
```
- Kickoff agenda
- Access checklist
- Timeline
- Communication plan
- Success measures
```

## Quality checks
- Plan aligns to scope and constraints.
- Dependencies and owners are explicit.

## Related skills
salesportl-account-handoff, monthly-client-review, retention-and-upsell-review