Claude Skill: Agency Onboarding System

Agency Onboarding System is a Claude Code skill that creates a complete client onboarding system with welcome email sequence, intake questionnaire, kickoff meeting checklist, and communication guidelines — so every client gets the same great first experience.

What you'll get

• 1 installable Claude skill file (.md) for Claude Code
• Built-in prompts, clarifying questions, and frameworks tailored to this workflow
• Output structure designed for real business deliverables instead of generic AI responses
• Runs with Claude Code's built-in tools only - no extra MCP server required.

Key benefits

• Standardize client onboarding so no steps get missed regardless of who runs it
• Welcome email sequence that sets expectations and reduces early churn
• Intake questionnaire that captures everything you need before kickoff
• Kickoff meeting agenda that makes the first call feel professional and prepared

Best for

• A user runs an agency, consultancy, coaching practice, or service business and wants to standardize client onboarding
• Someone says their onboarding is "different every time" or they keep forgetting steps
• A user needs welcome emails, intake forms, kickoff agendas, or communication guidelines

How to use

1. Describe your service type, typical client engagement, and current onboarding pain points
2. Specify how many team members will use the system and what tools you use
3. Claude produces the full system: welcome emails, questionnaire, kickoff template, and comms guide
4. Plug each piece into your existing tools (Gmail, Notion, Dubsado, HoneyBook, etc.)

Setup & requirements

• Requires Claude Code, Node.js 18+, and an Anthropic API key.
• Place the included .md file inside .claude/skills/.
• Reference the skill in .claude/claude.md so it loads in Claude Code.
• No external MCP server is required for this skill.

Notes: Digital download. This is a Claude skill file for Claude Code, not a standalone SaaS app or hosted service.