mh-coo-client-onboarding
CommunityEffortlessly onboard new clients with a structured and efficient process.
Product & Management#project management#state transition#client onboarding#engagement management#expectation setting
AuthorImad-Oute
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
mh-coo-project-delivery-frameworkmh-ceo-client-qualification
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: mh-coo-client-onboarding Download link: https://github.com/Imad-Oute/MicroHard/archive/main.zip#mh-coo-client-onboarding Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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