client-onboard

Convert intake responses and transcripts into CLAUDE.md and brand knowledge.

Updated Apr 21, 2026
One-click install
npx skills add https://github.com/scanbott/claude-skills --skill client-onboard
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-onboard
Source: https://github.com/scanbott/claude-skills/tree/main/client-onboard
Command: npx skills add https://github.com/scanbott/claude-skills --skill client-onboard

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Onboarding new clients often involves gathering brand intake data, converting it into consistent client profiles, and creating multiple knowledge artifacts. This Skill automates that workflow by transforming intake responses and discovery-call transcripts into CLAUDE.md and a complete brand knowledge base.

Core Features & Use Cases

  • Generate CLAUDE.md from intake and transcript data to bootstrap the client's AI operating context
  • Create a brand voice profile and six brand docs (profile, ICP, offer, story bank, voice, competitors)
  • Populate Supabase knowledge_base with embeddings for semantic search and retrieval
  • Assemble an end-to-end install package ready for bootstrap and deployment

Quick Start

Provide the brand intake responses and discovery-call transcript to trigger the end-to-end onboarding workflow.

Frequently Asked Questions about client-onboard

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

FAQPage Schema
How do I convert client onboarding transcripts into a structured knowledge base?

Client onboarding transcripts are converted into a structured knowledge base by transforming intake responses and discovery-call data into CLAUDE.md files, brand voice profiles, and populated database embeddings for semantic retrieval.

What is CLAUDE.md used for when automating client brand intake?

CLAUDE.md is used to bootstrap a client's AI operating context during brand intake. It captures structured brand knowledge from discovery-call transcripts to maintain consistency across ongoing AI operations.

Can I generate a brand voice profile from discovery-call transcripts automatically?

Yes, a brand voice profile can be generated automatically from discovery-call transcripts. The workflow extracts brand intake data to produce six structured brand docs including the voice profile, ICP, and competitor analysis.

How do I populate Supabase knowledge_base embeddings from client intake data?

Supabase knowledge_base embeddings are populated by processing client intake responses and transcripts. The onboarding workflow generates embeddings to support semantic search and retrieval for ongoing operations.

What's the best way to automate discovery-call data into brand docs?

The best way to automate discovery-call data into brand docs is using an end-to-end onboarding workflow that transforms transcripts into six structured documents including brand profile, offer, and story bank components.

Do I need raw intake responses to generate an end-to-end client install package?

Yes, raw brand intake responses and discovery-call transcripts are required inputs. Providing these triggers the workflow to assemble a complete install package with CLAUDE.md and database population ready for deployment.