The Client Onboarding Agent — Claude Template Kit

A ready-to-deploy Claude agent that onboards new clients end-to-end. It collects intake info, drafts a scope of work, sets up a project tracker, and drafts a welcome sequence — then hands the finished drafts to you for a final look before anything goes out.

What's inside (a complete, customizable agent kit):

• The full agent system prompt — paste-ready, in labeled parts you fill in
• Workflow & decision logic — trigger, if-this-then-that flow, and exact human-escalation points
• Non-technical setup guide — connect tools, schedule it, test with sample data (no coding)
• Customize-for-your-business section with 3 industry variations
• Troubleshooting & FAQ

For freelancers, consultants, and small agencies. You'll need a Claude account with connectors/scheduled tasks. This is a customizable starting template — it drafts, you approve; it's built to fail toward a human on anything consequential, and it has no legal authority (a drafted scope is not a contract). Instant PDF download.

⚡ Instant digital download. Lifetime access.

Delivery: This is a digital download — your download link is delivered by email immediately after purchase. No physical item will ship.

Please note: results depend on the AI tool you use and how you apply the prompts. Sold as-is — no specific results or earnings are guaranteed.