7-Day Client Onboarding (GHL)
by Ramon Sosa ✓
Summary
Skill that builds a new agency client's onboarding in 7 days: email sequence, internal team tasks and a kickoff checklist in GoHighLevel.
The skill
--- name: onboarding-cliente-7-dias description: Use when a new agency client signs, to generate their full 7-day onboarding in GoHighLevel: welcome emails, internal team tasks, and a kickoff checklist. --- # 7-Day Client Onboarding (GHL) When a new client signs, generate the complete onboarding with these deliverables. ## Context to ask for first - Client and business name - Service purchased (e.g. GHL setup, ads, web, SEO) - Point of contact + email + phone - Start date - Goal for the first month ## Deliverables ### 1. 4-email sequence (for a GHL workflow) - Day 0 - Welcome: confirms the purchase, sets expectations, links to the intake form. - Day 1 - Intake: asks for access (domain, social accounts, logo, brand) with a clear checklist. - Day 3 - Kickoff: books the kickoff call (calendar link) + the call agenda. - Day 7 - First progress update: summarizes what was done, next steps, asks if they have any questions. Each email: subject + short body (max 120 words) + 1 CTA. ### 2. Internal tasks (for the team) List with owner and day: - Create sub-account / load snapshot in GHL - Connect domain and email - Load brand (logo, colors, tone) - Set up pipeline and calendar - Prepare baseline report ### 3. Kickoff checklist (for the call) 10 points to confirm with the client on the first call. ## Rules - Everything in English, friendly and professional tone. - Emails ready to paste into a GoHighLevel workflow. - Each day with its suggested trigger.
How to use
Save it as SKILL.md in ~/.claude/skills/onboarding-cliente/ (or in your agency's project). Claude activates it when you ask it to build the onboarding for a new client. You can copy the email sequence straight into a GHL workflow.
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