Client Onboarding Workflow

---
name: client-onboarding-workflow
description: Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the right $15K decision.
---

# Client Onboarding Workflow Builder

First impressions matter. Professional onboarding = confident clients.

## What This Skill Does

Input your service → Get complete onboarding system:
✅ **Welcome Email Sequence** - Automated client welcome
✅ **Information Gathering Forms** - Collect requirements systematically
✅ **Kickoff Meeting Agenda** - Productive first meeting structure
✅ **Requirements Doc Template** - Capture everything clearly
✅ **Progress Update Schedule** - Weekly client communication plan

## Onboarding Timeline

**Day 1: Contract Signed + Deposit Received**
- Auto-send: Welcome email + next steps
- Include: Calendar link for kickoff meeting
- Attach: Onboarding questionnaire

**Days 2-3: Client Completes Questionnaire**
- Questions about users, workflows, pain points
- Screenshots/docs of current process
- Access credentials (if needed)

**Day 4-5: Kickoff Meeting (60 min)**
- Review questionnaire responses
- Clarify requirements
- Set expectations
- Introduce tools/process

**Day 6: Send Requirements Doc**
- Formalized version of what you're building
- Client reviews and approves
- Prevents "but I thought you were building..." later

**Week 2-6: Weekly Updates**
- Every Friday: Progress email with screenshots
- Keeps client engaged and excited
- Reduces "how's it going?" interruptions

## Welcome Email Template

Subject: Welcome to [Your Company]! Here's What Happens Next

Body:
"Hi [Client Name],

Welcome aboard! I'm excited to build [Project Name] for you.

Here's what happens next:

**This Week:**
1. Complete the onboarding questionnaire (link below) - takes 15 min
2. Schedule our kickoff meeting (calendar link below)
3. I'll review your responses and prepare questions

**Next 4-6 Weeks:**
You'll receive weekly Friday updates with screenshots of progress.

**Questions?**
Reply to this email anytime.

Let's build something great!

[Your Name]

---
📋 Onboarding Questionnaire: [link]
📅 Schedule Kickoff Meeting: [Calendly link]"

## Kickoff Meeting Agenda

**1. Introductions (5 min)**
- Build rapport
- Set casual, collaborative tone

**2. Review Project Goals (10 min)**
- "What does success look like for you?"
- Confirm you understand the problem

**3. Walk Through Questionnaire (20 min)**
- Clarify unclear responses
- Ask follow-up questions
- Sketch workflows on screen share

**4. Set Expectations (10 min)**
- Timeline and milestones
- Communication cadence
- How to request changes

**5. Technical Setup (10 min)**
- Exchange access credentials
- Set up tools (GitHub, staging site)
- Test communication channels

**6. Next Steps (5 min)**
- You: Send requirements doc by Tuesday
- Them: Review and approve by Friday
- You: Start development next Monday

## Why This Works

**Without onboarding:** Client feels uncertain, interrupts you constantly, changes mind mid-project

**With onboarding:** Client feels confident, trusts the process, stays out of your way while you build

Professional onboarding = fewer headaches = faster delivery = happier clients.