client-onboarding

name	client-onboarding
description	Spin up a new [YOUR_PROJECT] client — create a person note in 09-people/clients/, a project file in 03-projects/[your-project]/clients/, prompt Eduardo for the essentials (business type, services, contact, start date, channel), and produce a client brief. Use when [OWNER] says "onboard client [name]", "nuevo cliente [nombre]", or "new client [name]".

Client Onboarding

Every new [YOUR_PROJECT] client needs the same scaffolding: a relationship note (who they are), a project file (what we're delivering), a brief (the at-a-glance summary), and a clear comms channel. This skill creates all of that in one pass and asks [OWNER] only for the things that can't be inferred.

Workflow

1. Parse the client name from [OWNER]'s request. Generate a kebab-case slug (e.g., "Restaurante La Brisa" → restaurante-la-brisa).
2. Check for collisions: Glob 09-people/clients/<slug>*.md and 03-projects/[your-project]/clients/<slug>*.md. If files exist, ask Eduardo if this is a new engagement or a continuation.
3. Read the template at 10-templates/client-note.md if it exists. Use it as the structure for the new files.
4. Ask Eduardo for the essentials in one batch (use AskUserQuestion if multiple questions). Required fields:
   • Business type / industry (restaurante, retail, servicios, etc.)
   • Services contracted (sitio web, branding, SEO, etc.)
   • Contact info (name, phone, email)
   • Project start date (YYYY-MM-DD)
   • Primary communication channel (WhatsApp, correo, Slack, etc.)
   • Estimated value / pricing (optional but useful)
   • Deadline / target launch date (optional)
5. Create the person note at 09-people/clients/<slug>.md (template below).
6. Create the project file at 03-projects/[your-project]/clients/<slug>.md (template below).
7. Update 03-projects/[your-project]/_overview.md — add the new client to the active client list (Edit, don't rewrite).
8. Update 00-inbox/_ACTIVE-PROJECTS.md if [YOUR_PROJECT]'s status line should change (e.g., new client takes Eduardo from "1 active client" to "2 active clients").
9. Generate and output a client brief (format below) for [OWNER] to skim or share.

Person note template (09-people/clients/.md)

---
type: person
subtype: client
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: [#[your-project], #cliente]
status: active
related: [[<slug>]]
---

# {{Client Name}}

**Empresa:** {{business type}}
**Contacto principal:** {{name}}
**Teléfono:** {{phone}}
**Email:** {{email}}
**Canal preferido:** {{channel}}
**Cliente desde:** {{start date}}

## Sobre el cliente
{{1-2 sentences on who they are and what they do}}

## Historial de comunicación
- {{YYYY-MM-DD}} — primer contacto / onboarding

## Notas relacionales
- {{anything Eduardo should remember about how to work with this person}}

Project file template (03-projects/[your-project]/clients/.md)

---
type: project
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: [#[your-project], #cliente-activo]
status: active
related: [[<slug>]]
client: "{{Client Name}}"
start_date: YYYY-MM-DD
target_launch: YYYY-MM-DD
value: "{{pricing}}"
---

# Proyecto: {{Client Name}}

> **Cliente:** [[<slug>]] · **Inicio:** {{start date}} · **Canal:** {{channel}}

## Servicios contratados
- {{service 1}}
- {{service 2}}

## Estado actual
{{one line — e.g., "Onboarding completado, esperando contenido del cliente"}}

## Hitos
- [ ] Onboarding completado
- [ ] Brief de marca recibido
- [ ] Diseño aprobado
- [ ] Desarrollo iniciado
- [ ] Lanzamiento

## Decisiones abiertas
- {{things waiting on the client or on Eduardo}}

## Notas de sesión
- {{YYYY-MM-DD}} — {{what happened}}

Client brief output format (echo to Eduardo)

# 🆕 Cliente onboarded: {{Client Name}}

**Industria:** {{business type}}
**Servicios:** {{services}}
**Contacto:** {{name}} · {{channel}}
**Inicio:** {{start date}}{{ · Lanzamiento: target_launch}}

## Archivos creados
- [[09-people/clients/<slug>]] — ficha relacional
- [[03-projects/[your-project]/clients/<slug>]] — proyecto activo

## Próximo paso sugerido
{{e.g., "Enviar formulario de brief de marca por <channel>"}}

Rules

• Always create BOTH files: the person note and the project file. They cross-link via the related frontmatter field.
• Default language is Spanish — [YOUR_PROJECT] clients are local. Only switch to English if Eduardo explicitly indicates the client is English-speaking.
• Never overwrite existing client files. If a slug collides, ask.
• Optional fields (value, target_launch) can be left empty in frontmatter ("") — don't fabricate.
• If 10-templates/client-note.md doesn't exist yet, proceed with the templates above and tell Eduardo at the end that the template file is missing so he can create it for next time.
• Don't auto-send anything (no email, no WhatsApp). The brief is for [OWNER], not the client.

Example invocation

[OWNER]: nuevo cliente Restaurante La Brisa
→ Slug: restaurante-la-brisa
→ Glob check: no collision
→ AskUserQuestion: business type, services, contact, start date, channel
→ Eduardo answers: restaurante, sitio web + reservas, "Joaquín / [phone]", 2026-04-08, WhatsApp
→ Write 09-people/clients/restaurante-la-brisa.md
→ Write 03-projects/[your-project]/clients/restaurante-la-brisa.md
→ Edit 03-projects/[your-project]/_overview.md → add to client list
→ Echo brief