goaly-onboard-client

name	goaly-onboard-client
description	Use when onboarding a new client, creating contracts, or drafting proposals. Triggers: 'new client [name]', 'onboard [client]', 'create a contract for [client]', 'draft proposal for [client]'.
argument-hint	[client name]
allowed-tools	["Read","Grep","Glob","Bash","Edit","Write","AskUserQuestion"]

/goaly-onboard-client — New Client Onboarding

Before You Start

1. Read .claude/skills/_shared/conventions.md
2. Read gotchas.md in this directory

Learned Preferences

!tail -20 "${CLAUDE_SKILL_DIR}/data/feedback.log" 2>/dev/null || echo "No feedback yet — preferences will accumulate over sessions."

Context

• Today: !date +%Y-%m-%d (%A)
• Uncommitted changes: !git status --short notion-mirror/

STEP 1: Mode Detection

Condition	Mode	Steps
"create a contract" or "draft proposal" for existing client	Contract-only	Verify client in notion-mirror/clients/, load file, skip to Step 6
"new client" or "onboard"	Full onboarding	All steps (2-15)

STEP 2: Create Client File

Use templates/client-file-template.md. Write to notion-mirror/clients/<client-slug>.md.

STEP 3: Create Contact Files

For each known contact, write to notion-mirror/contacts/<name-slug>.md with frontmatter: title, email, role, client. Body: relationship notes. Use AskUserQuestion if incomplete — minimum need name and email.

STEP 4: Create Client Folder

mkdir -p "clients/<client-slug>"

Use templates/readme-template.md for clients/<client-slug>/README.md.

STEP 5: Commit Batch 1

# cd to project root
git add notion-mirror/clients/ notion-mirror/contacts/ clients/
git commit -m "feat: onboard new client — [Client Name]" </dev/null 2>&1
git push

Verify sync per _shared/conventions.md. If errors in .sync-log/push-error.log, warn [Owner] and stop — subsequent steps need notion_id from the sync engine.

STEP 6: Contract Decision

Use AskUserQuestion:

Option	Template
Fractional CTO MSA	clients/templates/fractional-cto-msa.md
Web Development MSA	clients/templates/web-development-msa.md
Simple Agreement	clients/templates/service-agreement-draft.md
No contract needed	Skip to Step 10

STEP 7: Fill Contract Placeholders

Read selected template. Replace placeholders. [Your Company] details (service provider):

Field	Value
Company	[Your Company] (Co. No. [Company Reg], VAT [VAT Number])
Address	[Your Address]
Contact	[Your Name], Founder ([e-mail])
Entity	Private company limited by shares, laws of Ireland
Jurisdiction	Ireland / Dublin

Also fill: client company details, rate, billing terms, scope, start date, notice contacts.

STEP 8: Contract Review with [Owner]

Present filled contract. Flag protective concerns (from Strategy Notes):

• Never volunteer investor/fundraising support in SOW
• Never promise documentation/knowledge transfer as a deliverable
• Always include immediate termination clause (no notice, no fee)
• Keep scope high-level advisory, not specific deliverables
• Check payment terms — upfront or weekly for startups, not net-30

STEP 9: Generate Branded PDF

cd [configure path for your setup]
AGREEMENT_TITLE="[title]" AGREEMENT_SUBTITLE="[subtitle]" \
CLIENT_NAME="[client name]" PROVIDER_NAME="[Your Company]" \
AGREEMENT_DATE="$(date +%Y-%m-%d)" \
npx tsx generate.ts "[input.md]" "[output.pdf]"

Pre-fill [Owner]'s signature (<!-- signature:[Your Name] -->), leave client blocks blank. Save to clients/<client-slug>/docs/legal/. If tool fails, save markdown and inform [Owner].

STEP 10: Create Project File

Write to notion-mirror/projects/<client-slug>-<engagement-type>.md:

---
title: "[Client Name] — [Engagement Description]"
status: Not started
lifecycle: Active
priority: High
area:
  - [relevant areas]
horizon: This Quarter
goal_id: YOUR-PAGE-ID-PORTFOLIO-GOAL
goal: "Build Portfolio of Internet Companies"
client: "[Client Name]"
---

Body: Definition of Done + Scope sections. Set client_id from the client file's notion_id (written back after Step 5). If not yet available, omit client_id and note for manual update.

STEP 11: Set Up Time Tracking

gog sheets copy "1YtNW9KW0zteCcsN0pRAQQJan8UKZ2Oqv8jdy96Hj1fk" "Time Tracking — [Client Name]" --account [e-mail]

Update Dashboard title (A1), rate in config (L2), save sheet URL in client file time_tracking_url. If copy fails, inform [Owner] with the template ID.

STEP 12: Update MEMORY.md and Notion Reference

Edit ~/.claude/projects/-Users-dan-Admin-Goals---Tasks/memory/MEMORY.md — add to "Active Leads":

- **[Client Name]** ([Contact]) — [STATUS]. [Terms]. [Rate]. Client: `[client_id]` | Contact: [Name] `[contact_id]`

Edit docs/claude/notion-reference.md — add to "Active Client IDs" and "Active Project IDs" tables. Also update revenue-strategy.md pipeline section if it exists.

STEP 13: Commit Batch 2

# cd to project root
git add notion-mirror/projects/ notion-mirror/clients/ clients/ docs/claude/notion-reference.md
git commit -m "feat: complete onboarding — [Client Name] project + time tracking + memory" </dev/null 2>&1
git push

Verify sync per _shared/conventions.md. If errors, warn [Owner].

Session Learning

When [Owner] corrects your output or expresses a preference during this session, immediately append it to the feedback log:

mkdir -p "${CLAUDE_SKILL_DIR}/data" && echo "$(date +%Y-%m-%d) <preference description>" >> "${CLAUDE_SKILL_DIR}/data/feedback.log"

Only log general preferences that apply to future sessions — skip task-specific corrections. Use judgment on detail: some preferences are one line, others need a sentence or two of context to be useful in future sessions.

Error Handling

Failure	Fallback
branded-pdf fails	Save markdown, [Owner] generates PDF manually
gog sheets copy fails	[Owner] creates from template 1YtNW9KW0zteCcsN0pRAQQJan8UKZ2Oqv8jdy96Hj1fk
Sync fails batch 1	Stop. Check .sync-log/push-error.log. Do NOT proceed.
Sync fails batch 2	Warn [Owner]. Batch 1 CRM data is safe.
notion_id not written back	Omit client_id on Project, note for manual update

Related Files

Purpose	Path
Shared conventions	.claude/skills/_shared/conventions.md
Skill gotchas	gotchas.md
Client file template	templates/client-file-template.md
README template	templates/readme-template.md
Client files	notion-mirror/clients/
Contact files	notion-mirror/contacts/
Project files	notion-mirror/projects/
Contract templates	clients/templates/
Branded PDF tool	branded-pdf tool (configure path in your setup)
Tone of voice	clients/tone-of-voice.md
Notion reference	docs/claude/notion-reference.md
MEMORY.md	~/.claude/projects/-Users-dan-Admin-Goals---Tasks/memory/MEMORY.md