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SMOrchestra-ai
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client-onboarding

Manage client onboarding and engagement tracking for SMOrchestra agency clients.

Updated Aug 27, 2026
Search Tags:#onboarding#reporting#crm#proposal#sow#client-onboarding#agency-management
One-click install
npx skills add https://github.com/SMOrchestra-ai/smorch-brain --skill client-onboarding-smorchestra-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-onboarding
Source: https://github.com/SMOrchestra-ai/smorch-brain/tree/main/skills/tools/client-onboarding
Command: npx skills add https://github.com/SMOrchestra-ai/smorch-brain --skill client-onboarding-smorchestra-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manages the end-to-end client lifecycle for SMOrchestra agency engagements to reduce onboarding friction, standardize proposals and SOWs, and maintain consistent engagement tracking and reporting.

Core Features & Use Cases

  • Discovery-to-SOW Workflow: Guidance on capturing discovery call inputs, building a one-page executive summary, and producing a measurable Scope of Work and proposal document.
  • Onboarding Checklist & Setup: Prescriptive tasks to create client folders, provision CRM sub-accounts, set up project tracking, and create project-level CLAUDE.md for context.
  • Reporting & Engagement Health: Weekly and monthly status report templates, KPI suggestions, CRM tagging and pipeline stages, and health indicators for churn risk and upsell signals.
  • Use Case: Run this skill after a discovery call to produce a client-specific SOW, create the project workspace, and establish a reporting cadence that the team will follow.

Quick Start

Generate a signed SOW, create the client project folder and CLAUDE.md, provision a GHL sub-account, and produce a weekly status report template for the new client Acme Corp.

Frequently Asked Questions about client-onboarding

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

FAQPage Schema
How do I create a Scope of Work and proposal after a client discovery call?▼

To create a Scope of Work (SOW) and proposal after a discovery call, capture the call inputs to build a one-page executive summary, then generate a measurable SOW document using standardized templates for client onboarding.

What is included in a client onboarding checklist for agency management?▼

A client onboarding checklist for agency management includes creating client folders, provisioning CRM sub-accounts, setting up project tracking, and generating project-level CLAUDE.md files to establish engagement context.

How do I set up CRM pipelines and tags for new agency clients?▼

Set up CRM pipelines and tags for new agency clients by applying prescriptive tagging structures and pipeline stages during the onboarding workflow to track engagement health and operational status.

Can I use this to track client churn risk and upsell signals?▼

Yes, you can track client churn risk and upsell signals using recommended health indicators, weekly status report templates, and KPI suggestions designed for consistent engagement tracking and reporting.

What's the best way to standardize weekly and monthly status reporting?▼

The best way to standardize weekly and monthly status reporting is to use templated report formats with predefined KPIs and health indicators, ensuring consistent engagement tracking across agency clients.

Does client onboarding work without a dedicated CRM sub-account?▼

Client onboarding relies on provisioning a CRM sub-account to track pipelines and tags effectively; without it, automated engagement tracking, status reporting, and renewal tracking capabilities become limited.

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