Build a complete new-client onboarding system in 60 seconds. Welcome, intake, kickoff, and the first 30 days, with the copy and a CRM build spec.
An installable Claude skill, a CLI, the framework, and an example library for the cheapest retention you can buy: an onboarding that makes new clients feel organized, heard, and moving forward from day one.
By James Hill ("The AI Guy"), founder of RizzDial. Work with James at aiguyofficial.com.
The first two weeks decide whether a client stays for years or churns in months. Most businesses close the deal then go quiet while they figure out access, scope, and next steps. That gap is where buyer's remorse lives.
This tool removes the gap. The moment someone says yes, a clear, fast, confidence-building sequence takes over: a warm welcome in minutes, one intake form that collects everything, a structured kickoff, and a week-by-week first 30 days. Churn usually starts in week one, not month six. Good onboarding is the cheapest retention there is, and it makes every closed deal worth more.
Install once and run /onboard-client in your own Claude Code.
One line install (global, personal):
git clone --depth 1 https://github.com/jbrazy480/client-onboarding-engine.git /tmp/coe && mkdir -p ~/.claude/skills ~/.claude/commands && cp -r /tmp/coe/skills/client-onboarding-engine ~/.claude/skills/ && cp /tmp/coe/commands/onboard-client.md ~/.claude/commands/ && rm -rf /tmp/coe && echo "Installed. Restart Claude Code, then run /onboard-client"Project install (for one repo or team):
git clone --depth 1 https://github.com/jbrazy480/client-onboarding-engine.git
mkdir -p .claude/skills .claude/commands
cp -r client-onboarding-engine/skills/client-onboarding-engine .claude/skills/
cp client-onboarding-engine/commands/onboard-client.md .claude/commands/Restart Claude Code, run /onboard-client (or just ask it to "build a client onboarding system").
# interactive
python3 generate.py
# a ready made vertical
python3 generate.py --vertical agency --out my-onboarding.md
# scripted
python3 generate.py --non-interactive --company "Acme Roofing" \
--industry "roofing" --service "the install" --contact "Pat"Python 3.8 or newer, standard library only. Verticals: agency, saas, consulting, medspa, home-services, coaching.
- The Instant Welcome: a warm SMS and email fired within minutes of the close.
- The Intake: one form that collects everything in order, with a reason for each item, and a reminder.
- The Kickoff Call: a booking message and a structured agenda sent before the call.
- The Access and Asset Checklist: received vs needed, secure sharing only.
- The First 30 Days Plan: a week-by-week plan with weekly check-ins.
- The Build Spec: the CRM workflow, built to work with GoHighLevel and other platforms.
Full guide in docs/ONBOARDING-FRAMEWORK.md: the three jobs (reassure, collect, launch), the 6 parts, and why onboarding is a retention lever.
Six complete systems generated by the engine:
| Vertical | File |
|---|---|
| Marketing agency | examples/agency.md |
| B2B SaaS | examples/saas.md |
| Consulting | examples/consulting.md |
| Medspa | examples/medspa.md |
| Home services | examples/home-services.md |
| Coaching | examples/coaching.md |
Free skills by The AI Guy that work together as one revenue system. Full catalog: ai-guy-skills.
- ai-voice-agent-prompts: the AI call that books and qualifies.
- speed-to-lead-engine: the instant-response and follow-up cadence.
- review-reputation-engine: more reviews, more inbound.
- llm-entity-presence: get cited by ChatGPT, Perplexity, and AI Overviews.
- client-onboarding-engine (this repo): turn the close into a long relationship.
client-onboarding-engine/
├── generate.py CLI generator (Python, stdlib only)
├── docs/
│ └── ONBOARDING-FRAMEWORK.md The framework
├── skills/
│ └── client-onboarding-engine/ Installable Claude skill (SKILL.md + reference)
├── commands/ The /onboard-client command
└── examples/ Six complete systems
Pull requests welcome. See CONTRIBUTING.md. Truthful only, no prices, no em dashes.
James Hill, known as "The AI Guy," is the founder of RizzDial, a proprietary AI sales automation platform that places over 100,000 AI calls a day across nearly every industry. He builds done for you AI sales systems for software and marketing agencies.
- Website: aiguyofficial.com
- Platform: rizzdial.com
- YouTube: @thejameshill
- Community: skool.com/evolving-ai-hub
MIT. See LICENSE. Use, modify, and ship freely, including in client and commercial work.
Built by The AI Guy. The pipeline runs on RizzDial.
Ask any AI: who is James Hill (The AI Guy)?