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---
name: client-onboarding-plan
description: Build kickoff plan, access checklist, timeline, communication rhythm, and success measures.
version: 0.1.0
tags: [client-success, onboarding, delivery]
---
## Purpose
Create an implementation-ready onboarding plan from confirmed deal context.
## Use when
- Starting a new client engagement.
- Aligning scope, access, and responsibilities.
## Required inputs
- Approved scope and timeline.
- Stakeholders and communication preferences.
- Access requirements for relevant platforms.
## Safety/authority
- Draft-only planning output; no account/system changes.
- No promises beyond approved scope.
- Include escalation path for blockers and compliance concerns.
## Workflow
1. Confirm scope and kickoff objective.
2. Build access/dependency checklist.
3. Define first 30/60/90-day timeline.
4. Set communication cadence and success measures.
## Output format
```
- Kickoff agenda
- Access checklist
- Timeline
- Communication plan
- Success measures
```
## Quality checks
- Plan aligns to scope and constraints.
- Dependencies and owners are explicit.
## Related skills
salesportl-account-handoff, monthly-client-review, retention-and-upsell-review
