Agency Client Onboarding and Access Kit
New-client onboarding for agencies: welcome email, one intake checklist, correct platform access roles, start-clock terms, and kickoff.
Before & after
Same prompt, same agent — the only difference is the skill.
You could create an onboarding process that covers the basics. You might send them a welcome email, then follow up with a form to gather information. You could outline your workflow and ask what they need. You'd probably schedule a kickoff call to align on expectations. You might also create a checklist for them to complete. I'd suggest keeping it simple and iterating based on feedback. What kind of services do you offer?
CLIENT ONBOARDING FLOW DAY 1: Welcome sequence (automated) Email 1: Welcome message + brand story + 3-min onboarding video Email 2 (2h later): Asset collection form (brand guidelines, competitor links, tone samples) Email 3 (24h): Kickoff calendar link + case study of similar project DAY 2-3: Information gathering call (scheduled) Meeting: 45-min discovery → fill project brief template live Output: Signed scope doc, timeline, 5 milestones, weekly check-in day DAY 4: Workflow orientation (email + portal) Email: Portal login credentials + docs tour video Access: Shared drive structure, feedback template, reporting dashboard preview Task: Upload first batch of assets WEEK 2: Milestone 1 kickoff Deliver: First draft / exploration work Call: Feedback session, calibrate quality bar MILESTONE CHECKLIST • Scope signed • Asset drop deadline met • Feedback loop established • Payment received for first phase RESULT: 95% of clients feel prepped before Day 1 work; clear expectations reduce scope creep
About this skill
Get new clients from signed to started without two weeks of chasing logins and logos. Every access request uses the platform's proper role, and the timeline starts only when your inputs are in.
What it does
- Lists the access to request per platform, with the least-privilege role and how the client grants it, never passwords
- Builds one intake form and asset checklist with Required vs Nice-to-have items and format examples
- Writes the welcome email with response times, revision rules, and the start-clock sentence
- Adds a late-input fallback so delays shift the timeline instead of your margin
- Turns the kickoff into a confirmation call with a fixed agenda and a day-one baseline
What you get
A day-by-day onboarding timeline plus ready-to-send welcome email, intake checklist, access list, expectation terms, fallback rules, and kickoff agenda.
Best for
Ads, social media, YouTube management, SEO, and web design agencies and freelancers signing retainer or project clients.
SKILL.md preview
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name: client-onboarding-flow
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