client-onboarding · Grok Bot HQ

client-onboarding

Search: “client onboarding checklist”, “what to send after they say yes”, “kickoff email template”, “first week with a new client”, “Grok Bot onboarding”, “I closed the deal and now I am lost.”

client-onboarding is for the gap between “yes” and the first deliverable. Welcome note, what you need from them, your internal kickoff list, week-1 plan, and one follow-up if they go quiet. It will not invent that they paid. It will not invent a signed contract. It will not send until you say send.

This is where money leaks. You closed, you celebrated, you forgot the invoice, they never sent the files, week two is awkward. The skill makes the first week boring in a good way.

What it does

- Asks what you sold, who the client is, paid or not, what “week 1 done” is

- Drafts the welcome, the “send us this” list, your checklist, the first delivery date

- Stops you if payment or the agreement is not done

- Keeps an open-items list

Businesses this helps

- Agencies and freelancers after a yes on a call

- Web, design, and video studios that need files and access

- Coaches starting a 1:1 or a group

- Accountants and bookkeepers collecting a pile of logins (you still do not put passwords in chat)

- Done-for-you ecom and ads people

- Anyone who has lost a client in week one by going silent