Nex Client Onboarding Flow

Automated client onboarding flow for web agencies: kickoff mails, asset requests, and intake checklists.

Install
cmdop skills install agensi-nex-client-onboarding-flow

Streamline Post-Payment Client Onboarding

The transition from a closed deal to an active build is where projects often stall. This skill automates the Belgian web agency onboarding flow, ensuring you collect everything once and maintain momentum without the back-and-forth friction.

What it does

Acting in a confident, concise voice, the skill generates three essential deliverables tailored to your client's specific tier:

  • Intake Checklist: An internal document to ensure all technical and brand requirements are gathered upfront.
  • Asset-Request Mail: A one-shot client email asking for logos, access, and content with a built-in "no-pressure" fallback to keep the build moving.
  • Kickoff Mail: A professional welcome that confirms payment receipt and maps out the path to go-live.

Why use this skill?

Unlike generic AI prompts, this skill enforces strict agency-specific voice rules: no em-dashes, no stiff transitions, and a focus on "go-live" as the final milestone. It ensures your branding remains consistent and your client management remains proactive rather than reactive.

Supported Tiers

Optimized for Starter, Growth, Premium, and Enterprise retainer tiers, it adjusts the depth of the intake and requests based on the project scope.

Built by Nex AI. More skills and info at nex-ai.be and slopsome.com.