Client Onboarding Generator — Claude AI Skill for Service Businesses

Who This Is For

Built for consultants, agencies, and service business owners who want every new client to feel like they hired a firm three times their size — starting from the first document they receive.

The Problem

Client onboarding is a first impression that most service businesses give too little attention. The engagement is sold. The contract is signed. And then the client waits — sometimes days — for documentation that tells them what happens next, who to contact, what to expect, and when. That wait erodes confidence. A professional, complete onboarding package delivered within hours of signing tells a different story about how you operate.

What It Does

• Welcome letter personalized to the client, the engagement, and the first milestone
• Project brief: scope, goals, success metrics, and how you will measure them
• Communication preferences document: primary channels, expected response times, escalation path
• Key contacts and responsibilities matrix — who owns what on both sides
• Deliverables list with timeline and owner assigned
• Client first-week checklist: what you need from them and when

What You Get

The complete skill file in Claude-compatible format, a prompt library specific to the use case, and a setup guide that gets you running in under five minutes. After purchase, everything downloads instantly.

Frequently Asked Questions

Can I use this for different types of service engagements?

Yes — the skill adapts the onboarding package to whatever engagement type you describe. A retainer engagement gets different documentation than a project-based one.

How long does it take to generate a complete onboarding package?

Under ten minutes from intake notes to complete package. The skill asks a few clarifying questions if needed, then generates all six documents in one output.

Can I white-label this for client delivery?

Yes. The output is yours to use however you like. Add your letterhead, your brand, your signature. The content is generated for your specific engagement.

How is this delivered?

Within 24 hours of purchase via email from will@tygartmedia.com. Skill file, prompt library, and setup guide delivered as a ZIP download.

Does this require a paid Claude subscription?

A Claude account is required. The free tier works for light use. Claude Pro ($20/mo) is recommended for regular use. The skill works with both.

Can I get a custom version built for my specific business?

Yes. Email will@tygartmedia.com with a description of your business and workflows. Custom skill builds are available as part of The Fitting service.