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chriswestt
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client-onboard

Generate CLAUDE.md and brand docs from intake forms and transcripts.

Updated Apr 21, 2026
Search Tags:#claude#transcripts#knowledge-base#brand-voice#client-onboarding#intake-form
One-click install
npx skills add https://github.com/chriswestt/claude-skills --skill client-onboard-chriswestt
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-onboard
Source: https://github.com/chriswestt/claude-skills/tree/main/client-onboard
Command: npx skills add https://github.com/chriswestt/claude-skills --skill client-onboard-chriswestt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates turning raw client intake data into a structured package that powers CLAUDE-based onboarding, reducing manual document assembly and enabling faster client start.

Core Features & Use Cases

  • Extract company name, owner, mission, ICP, offer details, brand voice, and competitors from the brand intake form.
  • Parse the Fathom discovery call transcript to capture speaking style, pain points, and objections for context-rich guidance.
  • Generate the client CLAUDE.md using the template at _system/agents/_template/CLAUDE.md and save to clients/[client-name]/CLAUDE.md.
  • Build a brand voice profile and a set of brand-docs (company profile, ICP, offer, story bank, brand voice, competitors) under clients/[client-name]/brand/.
  • Populate Supabase knowledge_base with the brand profile and embeddings for fast semantic search.
  • Create an install package structure ready for deployment.

Quick Start

Use the brand intake JSON and Fathom transcript to generate CLAUDE.md and brand docs for onboarding.

Frequently Asked Questions about client-onboard

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

FAQPage Schema
How do I turn client intake forms into a CLAUDE knowledge base?▼

You can turn client intake forms into a CLAUDE knowledge base by extracting company info, ICP, and brand voice from raw intake data and assembling them into structured brand-docs and a CLAUDE.md file. This skill automates that entire transformation process.

Can I use Fathom call transcripts to capture brand voice for client onboarding?▼

Yes, you can use Fathom discovery call transcripts to capture speaking style, pain points, and objections for client onboarding. The extracted context enriches the brand voice profile and knowledge base assets generated for deployment.

How do I generate a CLAUDE.md file from a brand intake template?▼

To generate a CLAUDE.md file from a brand intake template, the skill uses the template at _system/agents/_template/CLAUDE.md and populates it with extracted intake data. It saves the final file to a structured clients/[client-name]/ directory.

Does this client onboarding skill populate Supabase knowledge base embeddings?▼

Yes, this client onboarding skill populates the Supabase knowledge_base with the generated brand profile and embeddings. This enables fast semantic search across the assembled client onboarding assets.

What is included in a structured CLAUDE client onboarding package?▼

A structured CLAUDE client onboarding package includes a generated CLAUDE.md file, brand-docs like company profile and ICP, a story bank, and knowledge base embeddings. It creates a complete install package structure ready for deployment.

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