ai-consultant-onboarding
CommunityOnboard clients fast with polished packages.
Personal & Entrepreneur#onboarding#client-management#document-templates#project-brief#service-agreement#ai-consulting#intake-questionnaire
Authordiggiehippie
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
referencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: ai-consultant-onboarding Download link: https://github.com/diggiehippie/ai-consulting-onboarding/archive/main.zip#ai-consultant-onboarding Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 510,000+ vetted skills library on demand.