# Skill: Client Onboarding

**Agent:** Devin (Delivery Ops)
**Purpose:** Standardized onboarding flow for new clients
**Category:** Delivery Operations

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## Onboarding Flow

### Step 1: Welcome (Day 0)
- Send welcome email with: project timeline, what to expect, access checklist
- Create HubSpot deal at "Onboarding" stage
- Create project folder in workspace memory

### Step 2: Access Collection (Days 0-1)
- Send access checklist (customized by package tier):
  - All: Business URL, CRM login, contact list export
  - Standard+: LinkedIn credentials, outreach tool logins, SMS/phone provider
  - Premium: Full tech stack access, Git repo, all integrations
- Follow up within 24h if any items missing

### Step 3: Discovery Call (Day 1-2)
- Conduct discovery call using SOP for the relevant package tier
- Document: ICP, current process, desired outcome, success metrics
- Confirm scope in writing

### Step 4: Kickoff
- Send scope confirmation email
- Share project timeline with milestones
- Introduce client to communication channel (email, Slack, or Telegram)
- Begin build phase per package SOP

### Step 5: Status Updates
- Send progress update at 50% build completion
- Send final review notification before handoff
- Maintain 24h response SLA on all client messages

## Anti-Patterns
- Do NOT start building before access checklist is complete
- Do NOT skip the written scope confirmation
- Do NOT go silent for more than 48h during the build phase