Client onboarding pack

For each new client, the agent runs a structured intake, fills in the client context, scaffolds the standard setup from your playbook, assembles a client-facing onboarding pack, self-checks it for completeness, and hands it to you to approve.

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What it installs

Agents 1

  • Setup Agent

    Onboards new clients consistently — runs a structured intake, fills the client context, scaffolds the standard setup, and assembles a client-facing onboarding pack, self-checked for completeness.

Workflows 1

  • Intake, scaffold, assemble, self-check, approve

    Run the intake, fill the context and scaffold the setup, assemble the onboarding pack, self-check it for completeness, and hand off for approval.

Documents 1

  • Client context and onboarding pack template

    The client context the setup agent fills in, plus the structure of the client-facing onboarding pack: executive summary, understanding-your-needs, scope, timeline, and next steps.

Skills 2

  • client-intake

    Run a structured client intake: route to the right engagement-type template, ask the questions that matter, spot cross-area issues the form wouldn't catch, flag conflicts and sensitivities, triage by urgency, and produce a verification list. The intake gathers and structures — it never decides acceptance, sets pricing, interprets contracts, or fabricates facts. Adapted from anthropics/claude-for-legal/client-intake.

  • proposal-writer

    Assemble a persuasive client-facing onboarding / scope document: an executive summary written last that stands alone and leads with client benefits, an understanding-your-needs section that proves the homework, an explicit scope with inclusions and exclusions, a clear timeline, and an unambiguous, low-friction next-steps section. Adapted from claude-office-skills/skills/proposal-writer.

Folders 1

  • Client Onboarding

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your CRM / project tools — The agent reads the deal context and sets up the client's workspace, folders, and access checklist through your CRM and project tools in their web interface in your browser, pausing for your approval before making changes; until you connect them, it works from attached exports and the intake notes you provide.
  • Web search and fetch access for client research (optional) — When the intake needs a public fact about the client checked — what they do, who they serve, their public footprint — the agent uses runtime web search and fetch tools to read the public source rather than asserting it from memory.

Get started

Install Client onboarding pack and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.