Client Onboarding Workflow
SkillSkill
Turn every new client into a confident, aligned partner in 30 days or less
About
Most agencies lose clients in the first 90 days — not because of bad work, but because of a bad start. The Client Launch Protocol is a complete onboarding system from signed contract to first meaningful win. Covers intake questionnaire design, kickoff meeting structure, goal alignment framework, RACI setup, communication cadence design, and a first-30-days success checklist. Run every new engagement through this and clients feel looked after from day one.
Core Capabilities
- agency
- client management
- project management
- freelance
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Version History
This skill is actively maintained.
March 3, 2026
One-time purchase
$0
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Creator
David Flynn
I build AI systems that take over the repetitive work your team dreads — lead intake, reporting, scheduling, follow-up
The stuff that eats hours but doesn't require a human brain.
View creator profile →Details
- Type
- Skill
- Category
- Productivity
- Price
- $0
- 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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