GoHighLevelSkill

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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