Client Lifecycle Client Onboarding Checklist

---
name: client-lifecycle-client-onboarding-checklist
description: "Structured kickoff, access collection, comms rhythm, and success definition starting engagements right."
---
# Onboard clients like a product company

> Structured kickoff, access collection, comms rhythm, and success definition starting engagements right.

**Track:** 💼 Freelance & Business · **Domain:** Client Lifecycle · **Level:** foundation · **~25 min**

**Who this is for:** Freelancers, Consultants, Agencies, Independent Developers

## When to Use This Skill

Structured kickoff, access collection, comms rhythm, and success definition starting engagements right.
Use it whenever a matching task appears in conversation — the agent loads these instructions on demand.

## Steps

1. Kickoff agenda: goals, stakeholders, decision process, comms channels
2. Collect ALL accesses before start date via secure checklist
3. Set weekly update template + response-time expectations mutually
4. Define what 'done' means for phase one in writing
5. Introduce them to your process doc; boundaries stated kindly
6. 30-day check comparing delivered vs promised explicitly

## Common Pitfalls

- Week-one chaos from missing credentials and unclear owners
- Success criteria discovered at invoice time

## Commands

**Install with skills CLI**
```bash
npx skills add aniruddhaadak80/skills --skill client-lifecycle-client-onboarding-checklist
```

**Install globally**
```bash
npx skills add aniruddhaadak80/skills --skill client-lifecycle-client-onboarding-checklist -g
```

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Part of [aniruddhaadak80/skills](https://github.com/aniruddhaadak80/skills) · Browse all at https://skills.sh/aniruddhaadak80/skills