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  • Google DocsExample output
    A deep teal plaster wall in raking light, with a ceramic vase on a stone plinth

    Welcome to Acme Creative

    Glad to be working with you.

    Online bean orders for Northwind Coffee

    Prepared for
    Northwind Coffee
    Start date
    Monday 13 October 2026
    Go-live
    By 1 December 2026

    What happens next

    1. Kickoff call. We agree goals, timings and who to contact.
    2. Project setup. You get the shared folder and Square access is set up.
    3. First draft. We share the shop layout within five working days.
    4. Feedback and changes. We refine it together until you say yes.

    What we are doing together

    A small shop on your current site, selling your beans by the bag through the Square account you already use. Live before your December rush.

    How we work

    • One main contact each. You for Northwind Coffee, and one person from Acme Creative.
    • Email for anything that can wait a day. We reply within one working day, Monday to Friday.
    • A call for anything that cannot. Book a 15 minute slot from the link in our email signature.
    • One shared folder for photos, product details and drafts. The link comes in the kickoff email.

    Week one

    DayWhat happensWho
    MondayKickoff call, 45 minutesBoth
    TuesdayYou send product photos and pricesNorthwind Coffee
    ThursdayWe send the shop layout for your sign-offAcme Creative
    FridayYou reply with changes, or a yesNorthwind Coffee

    What we need from you

    • To do Photos of each bag, or a time we can come in and take them
    • To do Prices, weights and tasting notes for each product
    • To do Team access to your Square account for products and orders, so you never share a password

    If anything here does not match what you expected, tell us this week. It is much easier to change now than in week three.

    Made with Claude · Playbook

    Google Docs · Document

    Welcome pack. Built from the signed proposal. Acme Creative is a made-up studio and Northwind Coffee a made-up client.

  • MailExample output

    Kickoff for your online shop, three times to choose from

    Acme Creative

    to Northwind Coffee

    Hello,

    Thank you for signing. We are looking forward to getting your beans online before December.

    Your welcome pack is attached. It covers how we will work together and what happens in week one.

    For the kickoff call (45 minutes), would one of these work?

    • Monday 13 October, 10:00
    • Monday 13 October, 14:00
    • Tuesday 14 October, 09:30

    Agenda

    1. Confirm the product list for launch (10 minutes)
    2. Walk through the shop layout we have in mind (15 minutes)
    3. Square access and shipping settings (10 minutes)
    4. Questions, and dates for week two (10 minutes)

    The shared folder for photos and product details is here: [shared folder link]

    Just reply with the time that suits you best.

    Thanks,
    Acme Creative

    • Welcome-pack-Northwind-Coffee.pdf212 KB
    Made with Claude · Playbook

    Mail · Email

    Kickoff email. Step 3, with an agenda and three time options.

Works with

  • Claude
  • Claude Code
  • ChatGPT
  • +24 more

Not affiliated with or endorsed by the companies shown.

Clients and salesPlaybookMembers

Onboard a new client in one afternoon

From signed proposal to welcome pack, kickoff booked and inbox under control, in four steps.

Version 1.2Updated 12 Oct 2026

Membership also includes Launch a one-page site with your AI in an hour and Build a brand kit in an afternoon.

Needs access to
None
Permissions
None
Time to result (our estimate)
15 minutes to set up, 60 minutes a run

Example

Example session

  1. Step 2: Write the welcome packin Claude

  2. You

    Northwind Coffee signed the proposal above. We start Monday 13 October. Write the welcome pack.

  3. Claude

    Here is a one-page welcome pack. It reuses the scope and timeline from the proposal, sets out how you will work together, and lists the three things you need from them in week one.

  4. Step 3: Book the kickoffin Claude

  5. You

    Now the kickoff email. I am free Monday morning or afternoon, and Tuesday early.

  6. Claude

    Drafted, with three time options, a 45 minute agenda and a place for the shared folder link.

What comes out
Google DocsExample output
A deep teal plaster wall in raking light, with a ceramic vase on a stone plinth

Welcome to Acme Creative

Glad to be working with you.

Online bean orders for Northwind Coffee

Prepared for
Northwind Coffee
Start date
Monday 13 October 2026
Go-live
By 1 December 2026

What happens next

  1. Kickoff call. We agree goals, timings and who to contact.
  2. Project setup. You get the shared folder and Square access is set up.
  3. First draft. We share the shop layout within five working days.
  4. Feedback and changes. We refine it together until you say yes.

What we are doing together

A small shop on your current site, selling your beans by the bag through the Square account you already use. Live before your December rush.

How we work

  • One main contact each. You for Northwind Coffee, and one person from Acme Creative.
  • Email for anything that can wait a day. We reply within one working day, Monday to Friday.
  • A call for anything that cannot. Book a 15 minute slot from the link in our email signature.
  • One shared folder for photos, product details and drafts. The link comes in the kickoff email.

Week one

DayWhat happensWho
MondayKickoff call, 45 minutesBoth
TuesdayYou send product photos and pricesNorthwind Coffee
ThursdayWe send the shop layout for your sign-offAcme Creative
FridayYou reply with changes, or a yesNorthwind Coffee

What we need from you

  • To do Photos of each bag, or a time we can come in and take them
  • To do Prices, weights and tasting notes for each product
  • To do Team access to your Square account for products and orders, so you never share a password

If anything here does not match what you expected, tell us this week. It is much easier to change now than in week three.

Made with Claude · Playbook

Fit

About this item

The full system for onboarding a new client without the busywork. Start from the proposal they said yes to, and finish the afternoon with a welcome pack sent, a kickoff booked and a simple routine for the flood of small emails that comes with every new client.

Every step runs in one chat, and each step reuses what the last one wrote.

What you get

  • A welcome pack document
  • A kickoff email with three time options
  • A daily routine for client email in the first two weeks

Good fit

  • Freelancers and studios starting two or more new clients a month

Not for

  • Large accounts with procurement and legal onboarding

Who it is for

Skill level: Use AI weekly

How to use

The steps

  1. Step 1: Confirm the scope in a proposal

    Turns your sales call notes into the one-page proposal the client signs.

    Runs in Claude

    Turn a sales call into a proposal you don't underpricePromptFree

  2. Step 2: Write the welcome pack

    Builds a one-page welcome pack from the proposal, covering how you work, who does what and what happens in week one.

    Runs in Claude

  3. Step 3: Book the kickoff

    Drafts the kickoff email with an agenda and three time options.

    Runs in Claude

  4. Step 4: Keep client email under control

    Sorts the client's emails once a day for the first two weeks and drafts the replies that matter.

    Runs in Claude

    Sort a messy inbox in five minutesPromptFree

How to use it

Download the playbook and open README.md. Each step says which tool it runs in.

Trust

What's inside

  • 02-welcome-pack.md894 B
  • 03-kickoff-email.md461 B
  • README.md1.7 KB

File names and sizes only. The files come with membership.

Permissions required

None

Requirements

You bring

  • The proposal the client said yes to
  • Your usual working hours and how clients reach you

Tested on

VerifiedTested in the last 90 days
  • Claude7 Oct 2026
  • ChatGPT1 Oct 2026

Known limitations

  • It writes the documents and emails. Sharing folders and sending invites are still done by you.
  • The welcome pack assumes one main contact on the client's side.

More

Questions

Do I need the proposal from step 1?
It helps, because the welcome pack and kickoff email reuse its scope and timeline. If you wrote your proposal another way, paste it in at step 2 instead.
How long does it take?
About an hour of your time the first time, our estimate from testing, and less once you have a welcome pack to reuse.
What is the inbox step for?
New clients send a lot of small emails in the first two weeks. Sorting them once a day keeps the urgent ones from getting lost.