Fourteen days. Every dependency owned. One visible win.
A first-two-weeks plan for a newly signed client, built from your scope and start date: who owes what, by when, and what the client sees by day fourteen.
New engagements stall in the first week, and rarely for dramatic reasons. A login sits with someone on vacation, the brand files are in an old email, and nobody on the client side knows they were meant to chase either. By the time it is noticed, the client is paying for a project that has not visibly started.
Client Onboarding turns your signed scope into a dependency list with an owner and a date for every item, a welcome message, a fourteen-day calendar, a working-rhythm paragraph the client can accept by reply, and a day-ten check. It picks the one early deliverable the client will see, so the first two weeks feel like progress.
What it produces.
- →A dependency list with a client-side owner and due date for each item
- →A welcome message to send within one business day
- →A fourteen-day calendar with client tasks marked apart from yours
- →A working-rhythm paragraph covering updates, reply times, and approvals
- ✦Agency owners who have just signed a retainer or project
- ✦Account managers who inherit new clients without a standard start
- ✦Freelancers tired of chasing logins in week one
- →client-onboarding.zip: a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to
~/.claude/skills/ - →client-onboarding-skill.md: plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts, anywhere
- →A README inside the zip with install steps for Claude, ChatGPT, and Gemini
No subscription · free updates within v1.x
Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
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Before you buy.
How is this different from just asking Claude directly?
Asked cold, Claude writes a friendly welcome email and a generic checklist. This works from your actual scope, assigns every client dependency an owner and date, picks a visible week-two deliverable, and checks that no task is left without someone responsible.
How is this different from a Tool?
Playbooks are systematically produced to a fixed template and priced accordingly ($12.99). Tools are hand-built, one at a time, and go deeper ($39 to $199). A Playbook gives you a reliable method for routine work; a Tool is for when the judgment matters more than the format.
Will this work with ChatGPT, Gemini, and other LLMs?
Yes. You get a native Claude Skill (.zip) that auto-invokes in Claude, plus a plain .md you can paste into a ChatGPT Custom GPT, a Gemini system prompt, or any LLM. The procedure travels with the file.
Can I share this with my team?
It's licensed for your own personal and professional use. The output it produces is yours to circulate. To put the Playbook itself in the hands of a whole team, email hello@authority.md about team licensing.
What if it doesn't work for me?
If the file hasn't been delivered, or arrives defective or empty, we refund in full: see our refund policy.