💼 Freelance & Business · Client Lifecycle

Onboard clients like a product company

Structured kickoff, access collection, comms rhythm, and success definition starting engagements right.

foundation~25 minFreelancersConsultantsAgencies

Steps

1Kickoff agenda: goals, stakeholders, decision process, comms channels
2Collect ALL accesses before start date via secure checklist
3Set weekly update template + response-time expectations mutually
4Define what 'done' means for phase one in writing
5Introduce them to your process doc; boundaries stated kindly
630-day check comparing delivered vs promised explicitly

Common Pitfalls

▲Week-one chaos from missing credentials and unclear owners
▲Success criteria discovered at invoice time

Commands

Install with skills CLI

$ npx skills add aniruddhaadak80/skills --skill client-lifecycle-client-onboarding-checklist

Install globally

$ npx skills add aniruddhaadak80/skills --skill client-lifecycle-client-onboarding-checklist -g

Tags

#onboarding#process#clients#freelance-business#client-lifecycle

Install this skill

$ npx skills add aniruddhaadak80/skills --skill client-lifecycle-client-onboarding-checklist -a opencode

SKILL.md

# Onboard clients like a product company

> Structured kickoff, access collection, comms rhythm, and success definition starting engagements right.

## When to Use This Skill

Structured kickoff, access collection, comms rhythm, and success definition starting engagements right.

## Steps

1. Kickoff agenda: goals, stakeholders, decision process, comms channels
2. Collect ALL accesses before start date via secure checklist
3. Set weekly update template + response-time expectations mutually
4. Define what 'done' means for phase one in writing
5. Introduce them to your process doc; boundaries stated kindly
6. 30-day check comparing delivered vs promised explicitly

## Common Pitfalls

- Week-one chaos from missing credentials and unclear owners
- Success criteria discovered at invoice time

View source on GitHub ↗