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ai-consultant-onboarding

Generate four client onboarding documents for AI consulting engagements.

31|2|Updated Mar 6, 2026
Search Tags:#onboarding#client-management#document-templates#project-brief#service-agreement#ai-consulting#intake-questionnaire
One-click install
npx skills add https://github.com/diggiehippie/ai-consulting-onboarding --skill ai-consultant-onboarding
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ai-consultant-onboarding
Source: https://github.com/diggiehippie/ai-consulting-onboarding/tree/main
Command: npx skills add https://github.com/diggiehippie/ai-consulting-onboarding --skill ai-consultant-onboarding

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

AI consultants often spend significant time crafting consistent onboarding materials for new clients. This skill automates a complete onboarding package, producing four polished documents in a single session.

Core Features & Use Cases

  • Generates four deliverables: Intake Questionnaire, Welcome Email, Service Agreement (plain-language), and Project Brief, tailored to the chosen service type.
  • Personalizes documents with client name, consultant name, service type, timeline, and budget.
  • Supports six service types: AI Readiness Audit, AI Strategy & Roadmap, AI Tool Implementation, AI Workflow Automation, AI Team Training / Workshops, and Ongoing AI Retainer / Advisory.
  • Provides structured intake questions and a clear handoff for project execution, with zone-specific considerations for audits (data, security, compliance) when relevant.

Quick Start

Provide the client details and service type, and I will generate all four onboarding documents in one polished package.

Frequently Asked Questions about ai-consultant-onboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate client onboarding documents for AI consulting engagements?▼

The onboarding package supports six AI service types: Readiness Audit, Strategy & Roadmap, Tool Implementation, Workflow Automation, Team Training, and Ongoing AI Retainer or Advisory engagements.

What should be included in an AI consulting intake questionnaire and project brief?▼

Yes, the generated Service Agreement is specifically designed as a plain-language document to streamline the onboarding process for AI solopreneurs and consultants without requiring complex legal review.

Does this onboarding tool support AI readiness audits and data security compliance checks?▼

Yes, when generating onboarding materials for an AI Readiness Audit, the tool automatically includes zone-specific considerations for data, security, and compliance to properly scope the engagement.

Can I personalize onboarding templates for different AI consulting service types?▼

Yes, you can personalize onboarding templates by inputting the client name, consultant name, selected service type, timeline, and budget to automatically tailor all four generated deliverables to the specific engagement.

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