메뉴
Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the right $15K decision.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | client-onboarding-workflow |
| description | Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the right $15K decision. |
First impressions matter. Professional onboarding = confident clients.
Input your service → Get complete onboarding system: ✅ Welcome Email Sequence - Automated client welcome ✅ Information Gathering Forms - Collect requirements systematically ✅ Kickoff Meeting Agenda - Productive first meeting structure ✅ Requirements Doc Template - Capture everything clearly ✅ Progress Update Schedule - Weekly client communication plan
Day 1: Contract Signed + Deposit Received
Days 2-3: Client Completes Questionnaire
Day 4-5: Kickoff Meeting (60 min)
Day 6: Send Requirements Doc
Week 2-6: Weekly Updates
Subject: Welcome to [Your Company]! Here's What Happens Next
Body: "Hi [Client Name],
Welcome aboard! I'm excited to build [Project Name] for you.
Here's what happens next:
This Week:
Next 4-6 Weeks: You'll receive weekly Friday updates with screenshots of progress.
Questions? Reply to this email anytime.
Let's build something great!
[Your Name]
📋 Onboarding Questionnaire: [link] 📅 Schedule Kickoff Meeting: [Calendly link]"
1. Introductions (5 min)
2. Review Project Goals (10 min)
3. Walk Through Questionnaire (20 min)
4. Set Expectations (10 min)
5. Technical Setup (10 min)
6. Next Steps (5 min)
Without onboarding: Client feels uncertain, interrupts you constantly, changes mind mid-project
With onboarding: Client feels confident, trusts the process, stays out of your way while you build
Professional onboarding = fewer headaches = faster delivery = happier clients.
Deep market analysis that downloads an entire industry into your brain. Searches forums, Reddit, industry sites, events, and platforms to uncover pain points, language, opportunities, and the perfect software solution to sell them.
Strategic amplification mode that reveals blind spots, untapped opportunities, and hidden leverage points in any business strategy, entrepreneurship idea, or creative content project. Cuts through noise to show what others miss.
Transform any boring B2B business problem into a complete software blueprint with architecture, database schema, feature breakdown, and step-by-step implementation plan formatted as a CLAUDE.md file ready for development.
Generate 30-50 deep discovery questions for any business type to uncover hidden pain points, workflow bottlenecks, and $15K+ software opportunities during client conversations.
Calculate the right price for custom software projects ($8K-$50K+) based on complexity, value delivered, and client ROI. Includes justification, pricing tiers, negotiation strategies, and ROI calculations to present to clients.
Discover untapped B2B software opportunities by analyzing specific industries for boring business problems, pain points, willingness to pay, competition levels, and where to find these businesses.
