Welding New Client Onboarding

---
name: welding-new-client-onboarding
description: |
  Onboard fabrication companies, construction and repair clients smoothly into a welder's service in workshops, shipyards and construction sites.
  TRIGGERS - Use when a welder needs a new client onboarding pack for fabrication companies, construction and repair clients in workshops, shipyards and construction sites.
category: Welding
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Welding

Onboard fabrication companies, construction and repair clients smoothly into a welder's service in workshops, shipyards and construction sites. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a welder working with fabrication companies, construction and repair clients in workshops, shipyards and construction sites.

## When to use
- You are a welder preparing, delivering or reviewing this part of your work in workshops, shipyards and construction sites.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| WPS | a weld procedure specification defining how a weld is made |
| Penetration | how deeply a weld fuses into the base metal |
| Slag | a residue that must be removed from some welds |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from weld procedure specifications
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on weld defect rates will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to workshops, shipyards and construction sites, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or weld failures in service

## Profession-Specific Components
| Component | Details for Welding |
|-----------|-------------------------------|
| Core documentation | weld procedure specifications; inspection reports; job cards; material certificates |
| Core tools & equipment | welding machines; grinders; inspection gauges; protective equipment |
| People involved | fabrication companies, construction and repair clients; the welder; colleagues and other services in workshops, shipyards and construction sites |
| Primary record | weld procedure specifications — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in workshops, shipyards and construction sites] | **Objective:** [What this must achieve] | **Audience:** [fabrication companies, construction and repair clients and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in weld procedure specifications.
2. **Short-term:** Complete the workflow steps and record outcomes against weld defect rates.
3. **Medium-term:** Review results, close actions, and update local procedures in workshops, shipyards and construction sites.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| weld defect rates | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |
| production output | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |
| rework rates | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |
| qualification currency | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: weld failures in service.
- Never let this happen: eye and skin burns.
- Never let this happen: fumes exposure.
- Work only within the competence and authority of a welder; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to workshops, shipyards and construction sites's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A welder in workshops, shipyards and construction sites applies this workflow for fabrication companies, construction and repair clients: they open
weld procedure specifications, work through the five steps using welding machines, and close by recording
the outcome against weld defect rates and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)