Client Onboarding Packet Generator
Generates a complete client onboarding packet — welcome message, intake questionnaire, timeline, and expectations doc — from a short service description.
Client Onboarding Packet Generator is a free AI skill for client workflows. Generates a complete client onboarding packet — welcome message, intake questionnaire, timeline, and expectations doc — from a short service description. It works with Claude, ChatGPT, Cursor and is ready to use out of the box.
About this skill
Client Onboarding Packet Generator builds everything needed to onboard a new client professionally: a warm welcome message, a targeted intake questionnaire that gets the information actually needed to start work, a project timeline template, and a clear expectations/communication document. It's built for freelancers and agencies who currently improvise onboarding client by client and want a consistent, professional process every time.
What it does
Given a service type and typical engagement length, the skill outputs a full onboarding packet: a welcome email/message, an intake questionnaire specific to that service, a milestone-based timeline template, and an expectations document covering communication cadence, revision policy, and deliverable format.
What is included
- Welcome message template
- Service-specific intake questionnaire
- Milestone-based project timeline template
- Expectations and communication policy document
- Guidance for adapting packet by service type
How to use it
1. Download the SKILL.md file 2. Upload it into a new Claude conversation 3. Describe your service and typical engagement length 4. Receive a complete, ready-to-send onboarding packet
Examples
I'm a freelance web designer. Typical projects are 4-6 weeks, fixed price. Need an onboarding packet for a new client.
WELCOME MESSAGE
Hi {{client_name}}, excited to get started on your website project! Here's what happens next...
INTAKE QUESTIONNAIRE
1. What are the top 3 goals for this website?
2. Who is your target audience?
3. Do you have existing brand assets (logo, colors, fonts)?
4. Any competitor or reference sites you like?
5. Who is the final decision-maker on approvals?
...
PROJECT TIMELINE (4-6 weeks)
Week 1: Discovery & wireframes
Week 2-3: Design mockups & revisions
Week 4-5: Development
Week 6: QA, launch
EXPECTATIONS DOC
Communication: Weekly email updates, Slack for quick questions
Revisions: 2 rounds included per design phase
Deliverable format: Figma files + live site
Payment: 50% upfront, 50% on launchFAQ
What is this skill for?
How do I install it?
Can I use this for retainer clients, not just fixed-price projects?
Does it include a contract or payment terms?
How is this different from a generic onboarding template?
Can I reuse the packet for every new client automatically?
Related Skills
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 and Handoff Manager
Design client onboarding with intake, expectations, access, kickoff, milestones, communication, delivery, handoff, and feedback.
Client Proposal and Scope Builder
Turn discovery notes into a persuasive client proposal with clear scope, deliverables, timeline, responsibilities, pricing structure, and safeguards.
Related Prompts
Customer Onboarding Automation Designer
Map a customer onboarding workflow across contracts, CRM, projects, folders, welcome drafts, tasks, and human approvals.