# Client Onboarding

Build a client onboarding pack: kickoff agenda, discovery questions, 30-60-90.

- Repository: https://github.com/indranilbanerjee/digital-marketing-pro (921 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-10-29
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -g -a claude-code -y`
Codex: `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -g -a codex -y`
Cursor: `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -g -a cursor -y`
Gemini CLI: `npx skills add indranilbanerjee/digital-marketing-pro --skill client-onboarding -g -a gemini-cli -y`

## Description

Build a client onboarding pack: kickoff agenda, discovery questions, 30-60-90. \"we just signed a new client\

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# /digital-marketing-pro:client-onboarding

## Purpose

Generate a comprehensive client onboarding workflow for a new marketing engagement. Covers kickoff planning, discovery, stakeholder alignment, access provisioning, milestone setting, and communication protocols to ensure a smooth transition from signed contract to active account with clear expectations on both sides.

## Input Required

The user must provide (or will be prompted for):

- **Client name and industry**: The new client's business name, vertical, and market segment
- **Services contracted**: Which marketing services are included in the engagement (SEO, PPC, social, content, email, analytics, etc.)
- **Engagement timeline**: Contract duration and key dates, start date, first deliverable, first review, contract end
- **Team structure (agency side)**: Account lead, strategist, specialists, and any shared resources assigned to the account
- **Team structure (client side)**: Primary contact, marketing lead, approvers, and subject matter experts available
- **Account access needs**: Platforms, tools, and accounts requiring credentials or permissions (Google Ads, Analytics, CMS, social accounts, CRM, etc.)
- **Client maturity level**: Startup, SMB, or enterprise, determines complexity of onboarding, approval layers, and compliance requirements
- **Stakeholder list**: All individuals involved in the engagement with roles, decision authority, and communication preferences
- **Communication preferences**: Preferred channels (Slack, email, calls), timezone, meeting availability, and response time expectations
- **Success criteria**: What the client considers a successful engagement at 30, 60, and 90 days, and contractual KPIs if defined

## Process

The rest: https://github.com/indranilbanerjee/digital-marketing-pro/blob/HEAD/skills/client-onboarding/SKILL.md