Client Onboarding Kit Generator
Builds a complete new-client onboarding kit — welcome email, intake questionnaire, timeline, and kickoff call agenda — from a one-line description of your service.
Client Onboarding Kit Generator is a free AI skill for client workflows. Builds a complete new-client onboarding kit — welcome email, intake questionnaire, timeline, and kickoff call agenda — from a one-line description of your service. It works with Claude, ChatGPT, Cursor and is ready to use out of the box.
About this skill
Client Onboarding Kit Generator produces the full set of documents a service business needs to onboard a new client professionally: a welcome email, a tailored intake questionnaire, a project timeline template, and a kickoff call agenda. It's built for freelancers, agencies, and consultants who want every new client to have a polished, consistent first experience without rebuilding onboarding materials from scratch each time.
What it does
Given a description of the service being delivered, the skill outputs a welcome email draft, an intake questionnaire with relevant questions, a phase-based project timeline template, and a structured kickoff call agenda.
What is included
- Welcome email draft
- Tailored intake questionnaire
- Phase-based project timeline template
- Kickoff call agenda
- Consistent, reusable format for every new client
How to use it
1. Download the SKILL.md file 2. Upload it to a new Claude conversation 3. Describe your service/offer in one or two sentences 4. Receive a complete onboarding kit ready to customize per client
Examples
I run a freelance brand identity design service — logo, color palette, brand guidelines — typically a 3-week engagement.
WELCOME EMAIL: Subject: Welcome aboard — let's build your brand identity Hi [Client Name], excited to get started on your brand identity project! Over the next 3 weeks we'll go from discovery to a full set of brand guidelines you can use everywhere. First step: please fill out the short questionnaire below so I can hit the ground running, then let's grab 30 minutes for a kickoff call. INTAKE QUESTIONNAIRE: 1. What does your business do, in one sentence? 2. Who is your ideal customer? 3. Do you have any existing brand assets (logo, colors) we're building from or starting fresh? 4. Name 3 brands (any industry) whose visual identity you admire, and why. 5. Any colors or styles you definitely want to avoid? 6. What's the primary use case for this identity (website, packaging, social, etc.)? PROJECT TIMELINE: Week 1: Discovery + mood boards + direction selection Week 2: Logo concepts + revisions Week 3: Color palette, typography, final brand guidelines delivery KICKOFF CALL AGENDA (30 min): 1. Introductions (5 min) 2. Review questionnaire answers together (10 min) 3. Walk through timeline and milestones (10 min) 4. Confirm communication channel and next steps (5 min)
FAQ
What is this skill for?
How do I install it?
Can I reuse the kit for every new client?
Does it work for any type of service business?
How is this different from writing my own onboarding docs?
Can I adjust the timeline length?
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