Client Onboarding
Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.
Forged from real client work, proof attached. Pick a piece or take the whole system.
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Run the agency, not the busywork. Client onboarding, automated client communication, reporting and the operational playbooks that ran our own agency.
This is the back office of a multi-client agency, packaged: client setup that runs in a single pass, emails timed to each customer’s own calendar, and performance-drop analysis that checks every channel instead of blaming the first one. The parts assume you manage many accounts, not one.
21 skills · 1 mcp connectors
Start with the Marketing Ops Kit; Client Onboarding alone removes the most repetitive setup work on day one.
Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.
Create clear, actionable SEO and marketing reports for clients.
Turn live ad and analytics data into finished client reports with one command, no guessed numbers.
When a customer reports performance decline (traffic/conversion/ranking), perform multi-source…
Run every client through the same 8 stages so service becomes a repeatable, professional standard.
See where every client sits, how long, whether budgets overran, and which accounts are at churn risk.
Master advanced Git workflows including rebasing, cherry-picking, bisect, worktrees, and…
Fire a milestone email cadence with an approval gate, idempotency, and no speculative figures.
Create monthly reports, generate performance reports, or deliver end-of-month client…
Run a staged lifecycle automation as a visual workflow where every step is logged and traceable.
A per-tenant RAG chatbot over each client's own documents, answered with cited sources and strict isolation.
Choose the right workflow-automation engine across cost, scale, control and reliability before you build.
Pattern promotion engine.
Auto-render an always-current internal playbook per client so context survives any handoff.
Generate a designed client proposal as a PDF and an email body, in parallel Turkish and English.
Turn real metrics into a defensible monetary-value figure for clients, with no speculation.
Automatic completion verification gate.
markdown body to client-report HTML format inline CSS…
A compliant WhatsApp sales inbox with intent scoring, one thread per contact, and clean operator handoff.
Send reminders, confirmations and alerts on WhatsApp through four compliance gates, mail-first.
WordPress on Plesk automation
ManyChat subscriber and flow automation
The recurring kind: Client Onboarding turns intake into one transaction, Client Reporting drafts the monthly report from real data, Customer Mail Cadence keeps the touch rhythm without anyone remembering to.
They write the draft the way we send ours: plain language, real metrics only, no internal jargon. You review and send: the structure, the numbers and the “what this means for you” framing are done.
If you have clients, deadlines and repeat processes, yes. Onboarding, reporting, decline-analysis and mail cadence are client-operations problems, agency is just where we stress-tested them.