What do I need to use Client-Onboarding Kit?

Your service; Client type; Current process; Pain points; Tools.

Is Client-Onboarding Kit free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Client-Onboarding Kit

Q: How do I know the Client-Onboarding Kit output is good?

The skill verifies itself against its own quality checks: Covers the full flow from signed to project start; Includes a structured intake for everything needed to begin; Sets explicit expectations on scope, comms, timeline, and payment; Provides a kickoff-meeting agenda.

🔵 Stable🕐 updated 2026-08-05 🔷 SkillSpec L3 pm-freelance

Build a smooth client-onboarding process that starts projects on the right foot — clear expectations, the info you need, and a professional first impression that prevents problems later. Use when asked to onboard a new client, create an onboarding process, kick off a client project, or client welcome packet. Produces a welcome and kickoff flow, the intake you need to start, expectation-setting on scope/comms/timeline/payment, a kickoff-meeting agenda, and the templates to reuse — so onboarding is consistent, not improvised, and prevents the scope and communication problems that sink projects.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“Help me create a client onboarding process.”“Build me a welcome packet and kickoff flow for new clients.”“What should I gather from a new client before starting?”“My projects start chaotically — help me onboard clients better.”“Give me a kickoff meeting agenda for a new client project.”

What to give it

▸Your service — what you deliver and a typical project shape

▸Client type — size/sophistication (tunes formality)

▸Current process — what you do now (or nothing)

▸Pain points — where projects usually go wrong (scope, comms, delays, payment)

▸Tools — what you use for comms, files, contracts, payments

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Covers the full flow from signed to project start

✓Includes a structured intake for everything needed to begin

✓Sets explicit expectations on scope, comms, timeline, and payment

✓Provides a kickoff-meeting agenda

✓Produces reusable templates

✓Ties the setup to preventing later scope/comms problems

⚠️ What it refuses to do

**Improvising onboarding** differently each time.

**Starting work before gathering** the needed info/access.

**Leaving scope and comms** to assumption.

**No kickoff** — diving in without alignment.

**One-off effort** with nothing templatized.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="client-onboarding-kit"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Client-Onboarding Kit is one of 1153 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog