# new-client-onboarding > Post-deal new client onboarding workflow. Creates client profile, runs baseline technical audit, generates project plan, sets up communication templates, and updates CRM. - Skill: `ekatasingh1107/new-client-onboarding` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds add ekatasingh1107/new-client-onboarding` - Raw SKILL.md: https://api.skillmd.com/api/skills/ekatasingh1107/new-client-onboarding/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Security - Author: ekatasingh1107 (https://skillmd.com/u/ekatasingh1107) - Updated: 2026-08-19 - Page: https://skillmd.com/skills/ekatasingh1107/new-client-onboarding --- # New Client Onboarding Post-deal setup workflow for new clients. Takes a signed deal and produces everything needed to kick off the engagement: client profile, baseline audit, project timeline, communication templates, and CRM updates. Run this immediately after a deal closes to maintain momentum and professionalism. ## Prerequisites - `agency.config.json` fully populated with services and team info - CRM initialized with the lead record for this client - Deal closed and contract signed ## Composites & Capabilities Used 1. `company-researcher` -- gather company details if not already in CRM 2. `cro-auditor` -- baseline technical and CRO audit 3. `crm-writer` -- update lead stage, record contract details ## Phase 0: Intake Read `agency.config.json` for agency info and services catalog. Accept the following inputs: - **Client name**: the company name - **Website**: their primary website URL - **Contact person**: primary point of contact (name, email, title) - **Services purchased**: which services from the agency catalog were sold - **Start date**: engagement start date - **Contract value**: monthly retainer or project fee - **Contract duration**: number of months or project timeline Validate that the client exists in CRM. If not, create a new lead record first. ## Phase 1: Client Profile Create a client profile document containing: ``` CLIENT PROFILE: [Client Name] === Created: [Date] Account Owner: [From agency.config.json] COMPANY DETAILS: - Name: [Client Name] - Website: [URL] - Industry: [from company-researcher or intake] - Platform: [Shopify plan, theme, apps] - Team size: [if known] - Social: [Instagram, LinkedIn URLs] KEY STAKEHOLDERS: - [Name] -- [Title] -- [Email] -- [Role in engagement] Decision maker / Day-to-day contact / Technical contact / Billing contact ENGAGEMENT DETAILS: - Services: [list of services purchased] - Monthly retainer: [amount] - Contract duration: [months] - Start date: [date] - End date: [date] - Payment terms: [from contract] COMMUNICATION PREFERENCES: - Primary channel: [Slack / Email / WhatsApp] - Meeting cadence: [Weekly / Bi-weekly] - Preferred meeting day/time: [TBD -- confirm at kickoff] - Reporting format: [Email summary / Shared doc / Dashboard] ACCESS NEEDED: [ ] Shopify admin (collaborator account) [ ] Google Analytics [ ] Google Search Console [ ] Ad accounts (Meta, Google Ads) [ ] Email marketing platform [ ] Social media accounts [ ] Brand assets (logos, fonts, guidelines) ``` ## Phase 2: Technical Audit Run a full technical and CRO audit on the client's current state to establish baselines. Execute `cro-auditor` with depth: "deep": - Full audit across homepage, product pages, collection pages, mobile, cart, checkout - Document current Core Web Vitals scores - Capture current conversion rate benchmarks (if analytics access is available) - Screenshot key pages for before/after comparison later Compile baseline metrics: ``` BASELINE METRICS: [Client Name] === Captured: [Date] SITE PERFORMANCE: - PageSpeed (Mobile): N/100 - PageSpeed (Desktop): N/100 - LCP: Ns - FID: Nms - CLS: N CRO SCORES: - Homepage: N/10 - Product pages: N/10 - Collection pages: N/10 - Mobile experience: N/10 - Cart/Checkout: N/10 - Overall: N/10 QUICK WINS IDENTIFIED: 1. [Issue] -- Impact: [High/Med/Low] -- Effort: [Low] 2. [Issue] -- Impact: [High/Med/Low] -- Effort: [Low] 3. [Issue] -- Impact: [High/Med/Low] -- Effort: [Low] ``` Quick wins are defined as: high or medium impact, low effort, deliverable within the first 2 weeks. ## Phase 3: Project Setup Generate a phased project plan based on the services purchased: ``` PROJECT PLAN: [Client Name] === WEEK 1-2: QUICK WINS & SETUP --- [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [access needed] Definition of done: [specific criteria] [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [none] Definition of done: [specific criteria] [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [brand assets] Definition of done: [specific criteria] WEEK 3-4: CORE DELIVERABLES --- [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [quick wins complete] Definition of done: [specific criteria] [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [none] Definition of done: [specific criteria] WEEK 5-8: OPTIMIZATION & MEASUREMENT --- [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [core deliverables complete] Definition of done: [specific criteria] [ ] [Task] -- Owner: [name] -- Due: [date] Dependencies: [analytics data accumulated] Definition of done: [specific criteria] MONTHLY ONGOING: --- [ ] Performance review and reporting [ ] Conversion rate monitoring [ ] A/B test planning and execution [ ] Content and catalog updates [ ] Monthly strategy call with client ``` Tailor tasks to the specific services purchased. If CRO only, focus on audit fixes and testing. If full management, include catalog, marketing, and analytics tasks. ## Phase 4: Communication Setup Generate the following templates: **Kickoff Meeting Agenda:** ``` KICKOFF MEETING AGENDA -- [Client Name] Date: [Date] Duration: 60 minutes Attendees: [List] 1. Introductions (5 min) 2. Engagement overview: scope, timeline, deliverables (10 min) 3. Access and setup: confirm all logins and permissions (10 min) 4. Current state review: share baseline audit findings (15 min) 5. Quick wins: present and prioritize (10 min) 6. Communication cadence: agree on meeting times and channels (5 min) 7. Next steps and action items (5 min) ``` **Weekly Status Report Template:** ``` WEEKLY STATUS -- [Client Name] -- Week of [Date] === COMPLETED THIS WEEK: - [Task]: [outcome/result] IN PROGRESS: - [Task]: [status, % complete, blockers] PLANNED NEXT WEEK: - [Task]: [owner, expected completion] METRICS UPDATE: - [Key metric]: [current value] (vs baseline: [value]) BLOCKERS / NEEDS FROM CLIENT: - [Item]: [what's needed, by when] ``` **Monthly Review Template:** ``` MONTHLY REVIEW -- [Client Name] -- [Month Year] === EXECUTIVE SUMMARY: [2-3 sentences on progress and impact] KEY METRICS: | Metric | Baseline | Last Month | This Month | Delta | |--------|----------|------------|------------|-------| | [metric] | [val] | [val] | [val] | [+/-] | COMPLETED THIS MONTH: - [Deliverable]: [impact] NEXT MONTH PRIORITIES: 1. [Priority] 2. [Priority] 3. [Priority] RECOMMENDATIONS: - [Recommendation based on data] ``` **Escalation Process:** ``` ESCALATION PROCESS: --- Level 1 (Day-to-day): Contact [name] via [channel] - Response time: within 4 business hours Level 2 (Urgent): Contact [name] via [channel] - Response time: within 2 business hours Level 3 (Critical/Outage): Contact [name] via phone - Response time: within 30 minutes ``` ## Phase 5: CRM Update Write to CRM using `crm-writer`: - Update lead stage from DEMO_BOOKED or NEGOTIATION to WON - Record contract value, start date, end date, services - Add client profile link to CRM notes - Create any recurring tasks or reminders for the engagement ## Phase 6: Checklist Output Final output, a comprehensive onboarding checklist: ``` NEW CLIENT ONBOARDING -- [Client Name] === PRE-KICKOFF: [ ] Client profile created [ ] Access requested (Shopify admin, Analytics, Ad accounts) [ ] Technical audit completed [ ] Baseline metrics documented [ ] Project timeline drafted [ ] Kickoff meeting scheduled [ ] CRM updated to WON WEEK 1: [ ] Kickoff meeting conducted [ ] Quick wins identified and prioritized [ ] Communication cadence agreed [ ] All access confirmed and working [ ] First deliverable in progress WEEK 2: [ ] Quick wins delivered [ ] First progress report sent [ ] Core project work started [ ] Client feedback on quick wins collected ONGOING: [ ] Weekly status calls [ ] Weekly status reports sent [ ] Monthly reviews conducted [ ] Quarterly business review scheduled [ ] Metrics tracked against baseline ``` ## Example Usage **Trigger phrases:** - "Onboard [client name]" - "New client setup for [company]" - "Run onboarding for the new deal" - "Set up [client] after contract signing"