What does this skill do?

The Marketing Skill Client Onboarding SOP provides a comprehensive standard operating procedure for onboarding new digital marketing clients. Based on your services, tools, and timelines, Claude creates a day-by-day workflow (Day 0 to Day 10), checklists, welcome emails, initial information forms, and protocols for clients who delay submitting materials, eliminating the need to improvise and projecting professionalism from the very start.

Day-to-Day Onboarding Process
Define what you will do and what the client must do each day, from the signing of the contract until the start of the campaigns.
Access Checklist
Organize all the access information and materials that the client must provide before starting, in order of priority.
Communication Templates
Welcome email, project kickoff message, and methodology document ready to send.
Protocol for Delays
Handle customers who are slow to send materials with gentle reminders and clear steps.

Usage examples

📋 Complete SOP
Create the onboarding SOP for my paid traffic management services on Meta and Google, with a deadline of 7 business days before the campaigns begin.
📧 Welcome Email
Generate the welcome email (Day 0) for a new digital marketing client who has just signed a contract.
✅ Access Checklist
Create a checklist of required access and materials, organized by priority, for a Meta Ads and Google Ads client.
⏳ Delinquent customer
My client is taking a long time to grant access to Business Manager. Please create a protocol using the gentle reminder template.

Features

Timeline: Day 0–Day 10 Every day, he defines team tasks, client tasks, and the consequences if they are not completed.
Initial Information Form 10 to 15 questions about the business, audience, competitors, tone of voice, and objectives.
Methodology Document A page with channels, schedules, the approval process, and reach limits.
Delay Protocol Clear steps and a reminder template for customers who do not submit materials on time.
Fully customizable Adapt services, communication channels, tools, and timelines to your actual context.

Frequently asked questions

No. This skill works with a prompt that you fill in with your information and run on Claude or ChatGPT. It does not require any MCP configuration.
Yes. Specify your services (paid traffic, social media, SEO, consulting, etc.), and the skill will tailor the SOP to your context.
Of course. The SOP is designed to scale for both agencies with teams and freelancers who want to professionalize their onboarding process.
We recommend saving it in your document management tool (Notion, Google Docs, etc.) and using it with each new client.

Related skills

More skills in the same category:

SOP Customer Onboarding — Professional Onboarding with Claude AI

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