Client Onboarding Command Center Pack
Create a clean client kickoff system with assets, owners, milestones, risks, and status updates.
- Runtime
- 45-70 minutes
- Difficulty
- Intermediate
- Format
- Client ops pack
Example run
The artifact is the proof.
Tested 2026-07-12 · Claude (Fable 5)
Scenario: A $3,200/mo lead-gen retainer for a two-location gym, signed with the Google Ads account stuck under a departed agency's manager account.
Sample artifact
From the example run| R1 | Google Ads admin stuck under old agency's manager account | Jess (client) | 0 | 55% | Day-0 request with unlink + invite steps; +2d follow-up; kickoff agenda item with steps on screen | Open | — flagged as day-0 blocker per the 50% rule. First success milestone rejected (depends on R1); replaced with: trial-signup landing page live and collecting, day 14.
Before
A signed contract, a kickoff call in six days, and a client-proposed first milestone (cost-per-membership dashboard) that silently depended on the one access nobody could grant yet.
After
All five deliverables drafted before the call: a kickoff brief with a 4-item Scope OUT, a 6-item access checklist with the day-0 request message sent, a 30-day map whose day-3 artifact runs on public data, a 4-row risk register with the access blocker ranked on top, and the week-1 update pre-written. The failing milestone got swapped for one that passes the pack's own test.
Run it like this
- 01Fill the inputs block from the contract and sales-call notes
- 02Paste the whole file plus your client context into your AI tool
- 03Send the day-0 access request the day the contract is signed
- 04Fix anything the missing-input list flags, then run the quality check
- 05Send the kickoff brief before the call — the call is for decisions
What you leave with
Useful output, not another chat.
Client-ready kickoff brief sent before the call
30-day milestone map with owners and decision rules
Weekly status update system with internal owner memo
Contents
The working parts.
Best for Agencies, consultants, implementation teams, and productized services.
Useful for