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PerryB-GIT
PerryB-GITCOMMUNITY
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client-onboarding

Manage client onboarding with questionnaires, checklists, and communication templates.

Updated Aug 23, 2026
Search Tags:#project setup#client management#client onboarding#intake questionnaire#onboarding workflow#kickoff meeting
One-click install
npx skills add https://github.com/PerryB-GIT/wascar-perry-workspace --skill client-onboarding
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-onboarding
Source: https://github.com/PerryB-GIT/wascar-perry-workspace/tree/main/claude-skills-package/skills/business/client-onboarding
Command: npx skills add https://github.com/PerryB-GIT/wascar-perry-workspace --skill client-onboarding

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the entire process of onboarding new clients, from initial contact and requirement gathering to project setup and final handoff, ensuring a professional and organized experience.

Core Features & Use Cases

  • Client Intake: Gathers essential client and project details through comprehensive questionnaires.
  • Setup & Access: Provides checklists and templates for collecting credentials and setting up project environments.
  • Project Kickoff: Offers agenda and email templates for effective client kickoff meetings.
  • Documentation & Handoff: Includes templates for project documentation and final handoff communications.
  • Use Case: When a new client signs on, use this skill to send them the intake questionnaire, track the collection of necessary access credentials, schedule the kickoff meeting, and prepare the final project documentation.

Quick Start

Use the client-onboarding skill to generate the intake questionnaire for a new client.

Frequently Asked Questions about client-onboarding

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

FAQPage Schema
How do I streamline client onboarding for consulting services?▼

Streamline client onboarding by using structured questionnaires, setup checklists, and communication templates to manage intake, project initiation, and documentation. This ensures a seamless transition from initial contact into project execution.

What is the best way to gather client information during project setup?▼

Gather client information during project setup by sending a comprehensive intake questionnaire. This collects essential client details, project requirements, and necessary access credentials for a smooth kickoff.

How do I prepare for a client kickoff meeting?▼

Prepare for a client kickoff meeting using provided agenda and email templates. These tools structure the initial project discussion, ensuring effective communication and clear expectations from the start.

Can I use this onboarding workflow for new client acquisition and project handoff?▼

Yes, this onboarding workflow supports new client acquisition and project handoff. It manages the end-to-end process from initial requirement gathering to final handoff communications and project documentation.

Does client intake require any specific project management dependencies?▼

No, client intake requires no specific project management dependencies. The skill operates independently using internal scripts and reference templates to generate questionnaires and track setup requirements.

What is included in the final project documentation for a new client?▼

Final project documentation includes structured templates for handoff communications and project summaries. This ensures all gathered client data, credentials, and setup requirements are formally recorded.

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