Post-deal new client onboarding workflow. Creates client profile, runs baseline technical audit, generates project plan, sets up communication templates, and updates CRM.
Post-deal setup workflow for new clients. Takes a signed deal and produces everything needed to kick off the engagement: client profile, baseline audit, project timeline, communication templates, and CRM updates. Run this immediately after a deal closes to maintain momentum and professionalism.
agency.config.json fully populated with services and team infocompany-researcher -- gather company details if not already in CRMcro-auditor -- baseline technical and CRO auditcrm-writer -- update lead stage, record contract detailsRead agency.config.json for agency info and services catalog.
Accept the following inputs:
Validate that the client exists in CRM. If not, create a new lead record first.
Create a client profile document containing:
CLIENT PROFILE: [Client Name]
===
Created: [Date]
Account Owner: [From agency.config.json]
COMPANY DETAILS:
- Name: [Client Name]
- Website: [URL]
- Industry: [from company-researcher or intake]
- Platform: [Shopify plan, theme, apps]
- Team size: [if known]
- Social: [Instagram, LinkedIn URLs]
KEY STAKEHOLDERS:
- [Name] -- [Title] -- [Email] -- [Role in engagement]
Decision maker / Day-to-day contact / Technical contact / Billing contact
ENGAGEMENT DETAILS:
- Services: [list of services purchased]
- Monthly retainer: [amount]
- Contract duration: [months]
- Start date: [date]
- End date: [date]
- Payment terms: [from contract]
COMMUNICATION PREFERENCES:
- Primary channel: [Slack / Email / WhatsApp]
- Meeting cadence: [Weekly / Bi-weekly]
- Preferred meeting day/time: [TBD -- confirm at kickoff]
- Reporting format: [Email summary / Shared doc / Dashboard]
ACCESS NEEDED:
[ ] Shopify admin (collaborator account)
[ ] Google Analytics
[ ] Google Search Console
[ ] Ad accounts (Meta, Google Ads)
[ ] Email marketing platform
[ ] Social media accounts
[ ] Brand assets (logos, fonts, guidelines)
Run a full technical and CRO audit on the client's current state to establish baselines.
Execute cro-auditor with depth: "deep":
Compile baseline metrics:
BASELINE METRICS: [Client Name]
===
Captured: [Date]
SITE PERFORMANCE:
- PageSpeed (Mobile): N/100
- PageSpeed (Desktop): N/100
- LCP: Ns
- FID: Nms
- CLS: N
CRO SCORES:
- Homepage: N/10
- Product pages: N/10
- Collection pages: N/10
- Mobile experience: N/10
- Cart/Checkout: N/10
- Overall: N/10
QUICK WINS IDENTIFIED:
1. [Issue] -- Impact: [High/Med/Low] -- Effort: [Low]
2. [Issue] -- Impact: [High/Med/Low] -- Effort: [Low]
3. [Issue] -- Impact: [High/Med/Low] -- Effort: [Low]
Quick wins are defined as: high or medium impact, low effort, deliverable within the first 2 weeks.
Generate a phased project plan based on the services purchased:
PROJECT PLAN: [Client Name]
===
WEEK 1-2: QUICK WINS & SETUP
---
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [access needed]
Definition of done: [specific criteria]
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [none]
Definition of done: [specific criteria]
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [brand assets]
Definition of done: [specific criteria]
WEEK 3-4: CORE DELIVERABLES
---
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [quick wins complete]
Definition of done: [specific criteria]
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [none]
Definition of done: [specific criteria]
WEEK 5-8: OPTIMIZATION & MEASUREMENT
---
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [core deliverables complete]
Definition of done: [specific criteria]
[ ] [Task] -- Owner: [name] -- Due: [date]
Dependencies: [analytics data accumulated]
Definition of done: [specific criteria]
MONTHLY ONGOING:
---
[ ] Performance review and reporting
[ ] Conversion rate monitoring
[ ] A/B test planning and execution
[ ] Content and catalog updates
[ ] Monthly strategy call with client
Tailor tasks to the specific services purchased. If CRO only, focus on audit fixes and testing. If full management, include catalog, marketing, and analytics tasks.
Generate the following templates:
Kickoff Meeting Agenda:
KICKOFF MEETING AGENDA -- [Client Name]
Date: [Date]
Duration: 60 minutes
Attendees: [List]
1. Introductions (5 min)
2. Engagement overview: scope, timeline, deliverables (10 min)
3. Access and setup: confirm all logins and permissions (10 min)
4. Current state review: share baseline audit findings (15 min)
5. Quick wins: present and prioritize (10 min)
6. Communication cadence: agree on meeting times and channels (5 min)
7. Next steps and action items (5 min)
Weekly Status Report Template:
WEEKLY STATUS -- [Client Name] -- Week of [Date]
===
COMPLETED THIS WEEK:
- [Task]: [outcome/result]
IN PROGRESS:
- [Task]: [status, % complete, blockers]
PLANNED NEXT WEEK:
- [Task]: [owner, expected completion]
METRICS UPDATE:
- [Key metric]: [current value] (vs baseline: [value])
BLOCKERS / NEEDS FROM CLIENT:
- [Item]: [what's needed, by when]
Monthly Review Template:
MONTHLY REVIEW -- [Client Name] -- [Month Year]
===
EXECUTIVE SUMMARY:
[2-3 sentences on progress and impact]
KEY METRICS:
| Metric | Baseline | Last Month | This Month | Delta |
|--------|----------|------------|------------|-------|
| [metric] | [val] | [val] | [val] | [+/-] |
COMPLETED THIS MONTH:
- [Deliverable]: [impact]
NEXT MONTH PRIORITIES:
1. [Priority]
2. [Priority]
3. [Priority]
RECOMMENDATIONS:
- [Recommendation based on data]
Escalation Process:
ESCALATION PROCESS:
---
Level 1 (Day-to-day): Contact [name] via [channel]
- Response time: within 4 business hours
Level 2 (Urgent): Contact [name] via [channel]
- Response time: within 2 business hours
Level 3 (Critical/Outage): Contact [name] via phone
- Response time: within 30 minutes
Write to CRM using crm-writer:
Final output, a comprehensive onboarding checklist:
NEW CLIENT ONBOARDING -- [Client Name]
===
PRE-KICKOFF:
[ ] Client profile created
[ ] Access requested (Shopify admin, Analytics, Ad accounts)
[ ] Technical audit completed
[ ] Baseline metrics documented
[ ] Project timeline drafted
[ ] Kickoff meeting scheduled
[ ] CRM updated to WON
WEEK 1:
[ ] Kickoff meeting conducted
[ ] Quick wins identified and prioritized
[ ] Communication cadence agreed
[ ] All access confirmed and working
[ ] First deliverable in progress
WEEK 2:
[ ] Quick wins delivered
[ ] First progress report sent
[ ] Core project work started
[ ] Client feedback on quick wins collected
ONGOING:
[ ] Weekly status calls
[ ] Weekly status reports sent
[ ] Monthly reviews conducted
[ ] Quarterly business review scheduled
[ ] Metrics tracked against baseline
Trigger phrases: