skills.rest
Heuresis
HeuresisCOMMUNITY
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onboard-client

Orchestrates signed contracts into onboarding-ready client subprofiles in 30 days.

Updated Aug 27, 2026
Search Tags:#workflow#onboarding#contract#icp#client-setup#subprofile
One-click install
npx skills add https://github.com/Heuresis/LinkedIn-Agency --skill onboard-client
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: onboard-client
Source: https://github.com/Heuresis/LinkedIn-Agency/tree/main/skills/onboard-client
Command: npx skills add https://github.com/Heuresis/LinkedIn-Agency --skill onboard-client

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Turning a signed contract into a fully provisioned client subprofile within 30 days, enabling immediate execution of the foundations chain (voice, ICP, content engine, and outbound DM) with defined milestones and governance.

Core Features & Use Cases

  • Initialize per-client subprofiles and milestone governance to ensure consistent onboarding across engagements.
  • Orchestrate end-to-end steps: voice extraction, ICP build, content engine setup, and outbound DM ops, aligned to client SLUG and scope.
  • Persist success metrics and deliverables, and enforce gate thresholds to reduce onboarding delays.

Quick Start

Invoke the onboard-client skill immediately after a contract signs to initialize the client subprofile and start the 30-day onboarding sequence.

Frequently Asked Questions about onboard-client

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

FAQPage Schema
How do I automate client onboarding from a signed contract into a ready-to-ship subprofile?▼

To automate client onboarding, this skill orchestrates the end-to-end workflow from voice extraction to ICP and outbound DM, turning signed contracts into operational client subprofiles within 30 days.

What prerequisites are required to start the client onboarding workflow?▼

Starting the client onboarding workflow requires client.signed = true, a declared client.slug, and a submitted client.intake_form to initialize the sequence.

What is included in the operational onboarding package for a new client?▼

The operational onboarding package includes initialized per-client subprofiles, milestone governance, voice extraction, ICP build, content engine setup, and outbound DM ops aligned to client scope.

How does the onboarding workflow enforce gate thresholds to reduce delays?▼

The onboarding workflow enforces gate thresholds by persisting success metrics and deliverables within the milestone governance framework, ensuring consistent progression and reducing onboarding delays.

Where does the client onboarding process output its final deliverables?▼

The client onboarding process outputs its final deliverables to an onboarding-package.md file, specifically saved within the outputs/{date}/onboarding/{client_slug}/ directory structure.

Can I use this client setup workflow for multiple clients simultaneously?▼

This client setup workflow operates strictly within a single-client scope, orchestrating the onboarding sequence independently for each declared client.slug rather than handling multiple clients at once.

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