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mh-coo-client-onboarding

Automate client onboarding with engagement context collection and kick-off meeting facilitation.

2|Updated Apr 5, 2026
Search Tags:#project management#state transition#client onboarding#engagement management#expectation setting
One-click install
npx skills add https://github.com/Imad-Oute/MicroHard --skill mh-coo-client-onboarding
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: mh-coo-client-onboarding
Source: https://github.com/Imad-Oute/MicroHard/tree/main/src/departments/coo/client-ops/mh-coo-client-onboarding
Command: npx skills add https://github.com/Imad-Oute/MicroHard --skill mh-coo-client-onboarding

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires mh-coo-project-delivery-framework, mh-ceo-client-qualification, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the client onboarding process, ensuring that all pre-delivery inputs are collected, expectations are set, and alignment is achieved before work begins, preventing confusion, missed deadlines, and rework.

Core Features & Use Cases

  • Engagement Context Collection: Gather all necessary pre-delivery inputs and client expectations.
  • Kick-off Meeting Conduct: Facilitate the kick-off meeting, either asynchronous or synchronous, based on engagement tier.
  • Onboarding Record Production: Create a comprehensive kick-off summary that serves as the engagement's reference document.
  • State Transition Management: Update the engagement state from scoped to kicked-off once the onboarding process is complete.
  • Use Case: A new project engagement is signed, and the Onboarding Coordinator uses this Skill to collect inputs, set expectations, conduct the kick-off meeting, and confirm all pre-delivery requirements before starting delivery.

Quick Start

Use the mh-coo-client-onboarding skill to initiate the client onboarding process for a new engagement.

Frequently Asked Questions about mh-coo-client-onboarding

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

FAQPage Schema
How do I automate client onboarding for new project engagements?▼

Client onboarding automation requires collecting engagement context, setting expectations, and facilitating kick-off meetings. This process manages state transitions from scoped to kicked-off, preventing missed deadlines and rework.

What is the best way to manage expectation setting before project delivery begins?▼

Expectation setting is managed by gathering all necessary pre-delivery inputs and producing a comprehensive kick-off summary document. This ensures alignment is achieved before work begins, preventing confusion during the project lifecycle.

How do I facilitate a kick-off meeting for different engagement tiers?▼

Kick-off meetings can be facilitated asynchronously or synchronously based on the engagement tier. The process produces an onboarding record that serves as the reference document for the entire client engagement.

Do I need client qualification data to start the onboarding process?▼

Yes, client onboarding requires access to client qualification data and project delivery frameworks. These dependencies ensure that all pre-delivery inputs are collected and engagement context is properly established.

How does state transition management work after a project is signed?▼

State transition management updates the engagement state from scoped to kicked-off once onboarding is complete. It confirms all pre-delivery requirements are met before starting project delivery, ensuring a structured handoff.

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