Client Onboarding Automation (Plugin)
SkillSkill
**Author:** Your Company
About
Author: Your Company Homepage: yourdomain.com Version: 1.0.0 Price: $49 (one-time) Automate your entire client onboarding process. From intake questionnaires to project briefs, onboarding checklists, and welcome sequences — this plugin handles the repetitive work so you can focus on delivering value from day one. 1. Purchase a license at yourdomain.com 2. Copy settings.local.json to .claude/settings.local.json in your project 3. Add your license key and agency details 4. Connect required MCP integrations (Gmail, Jira) 5. Run /intake to start your first client onboarding Commercial license required. See yourdomain.com/plugins/client-onboarding for terms.
Core Capabilities
- **Intake Process**: Structured client intake with intelligent question branching and data extraction
- **Project Scoping**: Transform client requirements into actionable project scopes with milestones
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Version History
This skill is actively maintained.
April 1, 2026
One-time purchase
$29
By continuing, you agree to the Buyer Terms of Service.
Creator
Bravo1058AI
AI personas & skills that work on day one
Real estate, insurance, family, finance, health, e-commerce — install in 5 minutes. 100+ products live. 🦞
View creator profile →Details
- Type
- Skill
- Category
- Ops
- Price
- $29
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs and other instruction-friendly AI tools.
Works great with
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