Consulting Client Onboarding

Visual handoff

When this workflow creates or requests a rendered artifact, use recoup-internal-consulting-tasteful-design and the selected workspace DESIGN.md. House identity is Recoup Sky; explicit client/artist branding wins. Pass brand/version, expression, format, reference IDs and output folder to the media skill. Its bundled package supplies exact fonts/logos. Keep new derivatives in the current identity while preserving historical evidence. Save editable source and brand.lock.json with the deliverable. Ordinary text outputs stay text; a script is not a rendered video. Existing data dashboards retain their canonical Recoup CSS during data updates. Do not publish private client work to the public Brand Studio.

Workspace: use the selected project and its AGENTS.md; keep existing entity folders and Reality headings. Business paths below are relative to that project. Bundled resources are relative to this installed skill; sibling capabilities resolve by their installed names. Never search another private checkout for missing inputs. Use workspace identity, audience, pricing, and DESIGN.md fonts.

Steps

1. Copy clients/_TEMPLATE/ → clients/{client}/ (full lifecycle subfolders).
2. Fill the dashboard AGENTS.md: status, engagement/value, champion, stakeholders, stakes, dates, next action.
3. Move the deal folder from pipeline/ into the new client folder (artifacts: discovery → 01-discovery/, proposal → 02-proposals/).
4. Generate the kickoff checklist: SOW signed, first invoice, Slack Connect, repo provisioned, designated contacts, 48h-decision SLA.
5. Update pipeline/_board.md, the CRM stage (Closed Won), and business/metrics/dashboard.html.
6. Propose the maintenance/retainer tier before delivery even starts.

Source: Ch. 16.