Memstack Business Client Onboarding
cwinvestments/memstackUse this skill when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and setup checklists for new clients. Do NOT use for contracts or invoicing.
At a glance
This skill is for Legal and helps you create a client onboarding sequence, design a new client intake form, and prepare a client kickoff meeting.
/plugin marketplace add cwinvestments/memstack
/plugin install memstack-business-client-onboarding
Client ManagementWelcome SequenceIntake ProcessNew BusinessQuestionnaireChecklists
Also in cwinvestments/memstack
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