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client-onboard

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Automate client onboarding into AI context.

Marketing & Sales#documentation#onboarding#transcripts#knowledge-base#client#brand-voice
Authorscanbott
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: client-onboard
Download link: https://github.com/scanbott/claude-skills/archive/main.zip#client-onboard

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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