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guided-setup

Guide structured client onboarding interviews and generate campaign foundation files.

1|Updated Apr 2, 2026
Search Tags:#onboarding#workflow automation#ad strategy#client setup#campaign foundation
One-click install
npx skills add https://github.com/leoxmoore/sophron-skills --skill guided-setup-leoxmoore
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: guided-setup
Source: https://github.com/leoxmoore/sophron-skills/tree/main/skills/guided-setup
Command: npx skills add https://github.com/leoxmoore/sophron-skills --skill guided-setup-leoxmoore

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the onboarding process for new clients by guiding users through a structured setup, including filling in business, ad account, and research data, ensuring a comprehensive foundation.

Core Features & Use Cases

  • Interactive onboarding: Guides users step-by-step through business and ad account interviews.
  • Progress checkpoints: Verifies file completeness and readiness before advancing.
  • Foundation generation: Produces key context files, knowledge base, creative briefs, scripts, and KPIs necessary for effective campaign launching.
  • Use case: Ideal for agencies onboarding new clients, ensuring all critical data is collected, validated, and organized systematically before campaign strategy development.

Quick Start

Initiate guided onboarding by answering the questions about your business, ad account, and readiness to load assets, following the structured phases as prompted.

Frequently Asked Questions about guided-setup

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

FAQPage Schema
How do I automate client onboarding for ad campaigns?▼

Automate client onboarding by guiding users through structured interviews covering business, ad account, and data readiness. This process validates information and produces foundational files and assets necessary for effective campaign development.

What is the best way to collect and validate campaign foundation data for new clients?▼

The best way to collect campaign foundation data is using a multi-phase interview process that verifies file completeness and readiness. This ensures all critical business and ad account data is validated systematically before proceeding to strategy planning.

How do I generate creative briefs and KPIs during ad account setup?▼

Generate creative briefs, scripts, and KPIs by completing interactive onboarding interviews. These structured steps produce key context files and knowledge base assets required for launching effective advertising campaigns.

Does the client setup workflow require user interaction and file verification?▼

Yes, the client setup workflow requires user interaction and file verification. Progress checkpoints verify file completeness and readiness at each phase before allowing the onboarding process to advance to strategy planning.

What limitations exist when using a structured onboarding workflow for ad strategy?▼

A limitation of structured onboarding for ad strategy is that it requires answering multi-phase interviews and manually verifying file readiness. The process cannot proceed to campaign development or strategy planning without completing these validation steps.

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