Claude AI skill
Client Onboarding Packet
First impressions set the tone for the entire client relationship.
Takes your service, process, and client details and produces a complete onboarding packet with all the documents and communications a new client needs to start the relationship on the right foot.
What you get
Here’s what Claude makes for you with this skill.
Welcome letter
How we work together (process overview)
What to expect (timeline and milestones)
What you need from them
Client responsibilities.
Communication preferences and availability
Next steps checklist
What you tell Claude
Have these ready and the skill does the rest.
- Your business name and service description
- Client name and what they purchased
- Timeline, deliverables, and key milestones
- Communication preferences and tools you use
Who it’s for
Coaches, consultants, freelancers, and service providers who want a professional, systematic onboarding experience that sets clear expectations and reduces questions.
What you download
One ZIP with the skill and a PDF install guide with step-by-step setup and sample prompts.
How it works
No tech skills needed. It takes about two minutes.
- Unzip your download. Inside you’ll find the skill file and its own install guide with sample prompts.
- Add it to Claude. Open claude.ai, click Customize, then Skills. Click +, then Create skill, then Upload a skill. Pick the file and make sure its toggle is on.
- Try it. Start a new chat and paste the first sample prompt from your guide. Swap in your own details and go.
You’ll need: a Claude.ai account with Code execution turned on in Settings → Capabilities. Skills need this switch.
Questions
The things people ask most before they buy.
Do I need a paid Claude plan?
No. Skills work on every Claude plan, so you don’t need to upgrade. You just need Code execution turned on in Settings → Capabilities. On a Team or Enterprise plan, your admin turns it on.
Is it good for beginners?
Yes. No tech skills needed. The skill comes with a step-by-step install guide and sample prompts, and you talk to Claude in plain English.
Can I use it on my phone or tablet?
Yes. You add the skill once on claude.ai or in the Claude desktop app. After that it’s part of your Claude account and ready in your chats, including on your phone or tablet.
How do I get my files?
Your download is ready right after checkout, and the store emails you the link too.
Also in the Coach's Bundle.
Get this skill plus 2 more skills in one download.
Questions about your order? Email support@thelilystudio.com.