What does this skill do?

The Skill Financial Onboarding Kit professionally structures the onboarding process for new clients in financial consulting, from the signing of the contract to the first delivery. It generates a comprehensive kit that includes a 30-day internal checklist, a welcome email, a list of required documents, an initial meeting script, and communication templates—all ready to use and tailored to each client.

New Customer Onboarding
When you sign a financial consulting contract, you'll receive a structured onboarding plan with all deliverables laid out.
Standardize the portfolio
Standardize the onboarding process for all customers using the same high-quality procedure, regardless of who handles the onboarding.
Delegate to the team
Entrust the onboarding process to your team without sacrificing control or quality, thanks to our templates and step-by-step guides.
Improve methodology
Replace the disorganized starts of previous projects with a professional process that builds trust from day one.

Usage examples

🏥 Medical Clinic
Client: Saúde Total Medical Clinic. Service: Monthly financial management. I need statements for 3 months, access to the system, and the accountant’s contact information. Due in Week 3: initial financial assessment.
🚀 Tech startup
Client: TechNova. Service: Tax audit and planning. I need financial statements and previous tax returns. Due in Week 2: tax compliance report.
📋 Standard Onboarding
I just signed a financial consulting contract with a logistics company. It includes a complete onboarding kit with a welcome email, a 30-day checklist, and an initial meeting outline.
📧 Communications Ready
Prepare the welcome email, the list of documents requested via WhatsApp, and the message regarding the delivery of the assessment report for my new financial advisory client.

Features

30-Day Internal Checklist Complete list of tasks, including the person responsible and the due date for each item, for the first month of onboarding.
Professional Welcome Email A warm and professional email template with clear next steps, ready to send once the contract is signed.
Initial Meeting Agenda Detailed agenda with objectives, key questions, time blocks, and points to discuss at the first meeting.
Communication Templates Formatted messages for requesting documents, confirming receipt, and delivering the initial diagnosis.
Adaptable to any client Configure the name, service, dates, communication channel, and deliverables to create a customized kit.

Frequently asked questions

No. The skill works with Claude AI or ChatGPT using the structured prompt. You just need to fill in the client variables and run it.
Yes. Although it is designed for financial consulting, the onboarding process can be applied to any professional service with minor adjustments to the deliverables.
Generate emails, WhatsApp messages, internal checklists, and meeting scripts—all in text format that's ready to copy and send.
Yes. The templates are a starting point. You can adjust the tone, deadlines, and deliverables based on each client's needs.
Financial Onboarding Kit — Customer Onboarding with Claude AI

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