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client-onboarding

Automate client onboarding into intelligence packages and growth-strategy documents.

1.1k|200|Updated Mar 2, 2026
Search Tags:#onboarding#playbook#agency#growth-strategy#gtm-analysis#client-intelligence#intelligence-gathering
One-click install
npx skills add https://github.com/gooseworks-ai/goose-skills --skill client-onboarding-gooseworks-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-onboarding
Source: https://github.com/gooseworks-ai/goose-skills/tree/main/skills/playbooks/client-onboarding
Command: npx skills add https://github.com/gooseworks-ai/goose-skills --skill client-onboarding-gooseworks-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates end-to-end client onboarding by orchestrating intelligence gathering, synthesis into a Client Intelligence Package, and generation of growth-strategy recommendations.

Core Features & Use Cases

  • Phase-based onboarding: intelligence collection, synthesis, and strategy generation for new clients.
  • Outputs: a structured Client Intelligence Package and Growth Strategy document, plus a standardized client-folder structure.
  • Use Case: onboard a new client by collecting company-name and company-url, executing phase tasks, and producing ready-to-deliver materials.

Quick Start

Instruct the agent to run the client onboarding playbook for a new client by gathering company name and URL, performing intelligence gathering, and generating the client intelligence package and growth strategies.

Frequently Asked Questions about client-onboarding

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

FAQPage Schema
How do I automate client onboarding intelligence gathering for new agency accounts?▼

Automate client onboarding by executing a phased playbook that gathers company intelligence, synthesizes a Client Intelligence Package, and generates growth-strategy recommendations using the client name and URL.

What is the best way to generate a client intelligence package and growth strategy?▼

Generate a client intelligence package and growth strategy by running a three-phase onboarding process that collects intelligence, synthesizes findings, and outputs ready-to-deliver strategy documents.

Do I need a company URL and name to start the client onboarding playbook?▼

Yes, the client onboarding playbook requires both the company-name and company-url to initiate Phase 1 intelligence gathering and generate the final strategy outputs.

Can I use this onboarding workflow for clients across different industries?▼

Yes, the onboarding playbook applies to agencies or teams onboarding new clients across varied industries, executing intelligence gathering, synthesis, and strategy generation universally.

What files are generated by the automated client onboarding process?▼

The onboarding process generates a standardized client-folder structure under clients/<client-name>/ containing the intelligence-package.md and growth-strategies.md outputs.

How does the phased onboarding process synthesize company intelligence into strategy?▼

The process synthesizes intelligence by executing Phase 1 collection, Phase 2 synthesis into an intelligence package, and Phase 3 strategy generation to deliver actionable growth recommendations.

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