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/onboard-client

Source: ~/.claude/skills/onboard-client/SKILL.md

Onboard Client — Guided Client Onboarding Workflow

Description

Vodeni workflow za onboarding novog klijenta kroz 7 faza. Od prvog kontakta do početka developmenta. Svaka faza ima gate koji mora biti zadovoljen prije prelaska na sljedeću.

Trigger

Koristi ovaj skill kad:

  • Alem kaže "novi klijent", "new client", "imamo novog klijenta"
  • Novi lead treba biti pretvoren u klijenta
  • Klijent postoji ali je zapeo u nekoj fazi (nastavak procesa)

Alati

  • Onboarding: ~/system/tools/onboard-client.js
  • Pipeline: ~/system/tools/sales-pipeline.js
  • Contacts: ~/system/tools/contacts.js
  • Documents: ~/system/tools/docusign.js
  • Signing: ~/system/tools/send-signing-email.js
  • Drafts: ~/system/tools/drafts.js
  • CRM: ~/system/tools/unified-crm.js
  • Tasks: node ~/system/tools/mc.js
  • Scaffold: bash ~/system/template/scaffold.sh
  • Proces doc: ~/ALAI/processes/client-onboarding.md

Workflow

Korak 0: Detektuj stanje

Prije bilo čega — provjeri da li klijent već postoji:

# Provjeri contacts
NODE_PATH=~/system/node_modules node ~/system/tools/contacts.js search "<ime>"

# Provjeri pipeline
NODE_PATH=~/system/node_modules node ~/system/tools/sales-pipeline.js list

# Provjeri projekte
ls ~/projects/ | grep -i "<ime>"
  • Ako klijent postoji → pitaj Alema u kojoj je fazi i nastavi od tamo
  • Ako ne postoji → počni od Faze 1

Korak 1: First Contact (Faza 1)

Cilj: Zabilježi prvog kontakta, kvalificiraj lead

Prikupi podatke interaktivno od Alema:

  1. Ime klijenta (osoba ili firma)
  2. Email
  3. Firma (ako je osobni kontakt)
  4. Izvor (referral, inbound, linkedin, upwork, cold_email, website)
  5. Projekt tip (web app, mobile, AI, consulting, automation)
  6. Estimacija vrijednosti (NOK)
  7. Kratak opis projekta

Kreiraj lead i kontakt:

# Dodaj u pipeline
NODE_PATH=~/system/node_modules node ~/system/tools/sales-pipeline.js add "<ime>" "<email>" "<izvor>" "<opis>"

# Dodaj u contacts
NODE_PATH=~/system/node_modules node ~/system/tools/contacts.js add "<ime>" "<email>" --company "<firma>" --type client --notes "New lead: <opis>"

Gate: Lead kreiran, kontakt dodan, discovery poziv zakazan Output: ~/ALAI/clients/<CLIENT>/intake/first-contact.md

Korak 2: Discovery (Faza 2)

Cilj: Razumij problem, ciljeve, budget, timeline

Generiši discovery pitanja za meeting:

  • Koji problem rješavamo?
  • Ko su korisnici?
  • Koje platforme (web, mobile, desktop)?
  • Koji budget range?
  • Koji timeline?
  • Koje integracije trebaju?
  • Koji su success metrics?

Nakon discovery call-a:

  1. Kreiraj project-brief.md sa 10 sekcija (iz procesa)
  2. Pošalji brief klijentu na potvrdu
  3. Advance lead u pipeline:
NODE_PATH=~/system/node_modules node ~/system/tools/sales-pipeline.js advance <lead-id> "Discovery complete, brief sent"

Gate: Brief napisan, klijent potvrdio Output: ~/ALAI/clients/<CLIENT>/intake/discovery-notes.md, project-brief.md

Korak 3: NDA (Faza 3)

Cilj: Potpiši NDA prije dijeljenja detalja

# Kreiraj NDA od template-a
NODE_PATH=~/system/node_modules node ~/system/tools/docusign.js create "<CLIENT>" nda --field CLIENT_NAME="<ime>" --field CLIENT_EMAIL="<email>"

# Pošalji na potpis koristeći /send-for-signing workflow
# → Vidi skill: send-for-signing

OBAVEZNO: Koristi /send-for-signing skill za slanje. NIKAD ručno.

Gate: NDA potpisan od obje strane Output: ~/ALAI/clients/<CLIENT>/legal/nda-signed.pdf

Korak 4: Proposal (Faza 4)

Cilj: Definiši scope, tech stack, faze, pricing

Proposal sadrži 10 sekcija:

  1. Executive Summary
  2. Scope of Work
  3. Tech Stack
  4. Project Phases
  5. Timeline
  6. Pricing (sa MVA 25% ako NOK)
  7. Payment Schedule
  8. Out of Scope
  9. Assumptions
  10. Validity Period

CEO GATE: Proposal MORA biti odobren od Alema prije slanja!

  • Pokaži Alemu: scope, pricing, timeline
  • Čekaj eksplicitno "GO" ili "SEND"
  • NIKAD slati bez odobrenja (ZAKON #2)
# Advance pipeline
NODE_PATH=~/system/node_modules node ~/system/tools/sales-pipeline.js advance <lead-id> "Proposal sent, awaiting response"

Gate: Klijent prihvatio proposal (pisana potvrda) Output: ~/ALAI/clients/<CLIENT>/intake/proposal.md

Korak 5: Contract (Faza 5)

Cilj: Potpiši ugovor, primi prvu uplatu

  1. Kreiraj ugovor od template-a:
NODE_PATH=~/system/node_modules node ~/system/tools/docusign.js create "<CLIENT>" contract --field CLIENT_NAME="<ime>"
  1. Pošalji na potpis: /send-for-signing workflow
  2. Kreiraj prvu fakturu:
NODE_PATH=~/system/node_modules node ~/system/tools/invoice-generator.js create "<CLIENT>" <iznos> NOK "Project kickoff payment"

Gate: Ugovor potpisan, prva uplata primljena Output: ~/ALAI/clients/<CLIENT>/legal/contract-signed.pdf

Korak 6: Project Setup (Faza 6)

Cilj: Scaffoldaj projekat, kreiraj backlog

# Full onboard (scaffold + lead + routing + MC task)
NODE_PATH=~/system/node_modules node ~/system/tools/onboard-client.js new "<slug>" "<email>" "<izvor>" "<vrijednost>" "<opis>"

# Ili samo scaffold
bash ~/system/template/scaffold.sh "<ProjectName>"

Kick-off agenda:

  • Scope review
  • Communication channels
  • Access/credentials
  • Sprint cadence
  • Escalation path

Gate: Projekt scaffoldan, kick-off održan, backlog kreiran Output: ~/projects/<slug>/, project.json, kick-off notes

Korak 7: Development Start (Faza 7)

Cilj: Počni sprint, delegiraj zadatke

# Advance pipeline to WON (requires --approved flag)
NODE_PATH=~/system/node_modules node ~/system/tools/sales-pipeline.js advance <lead-id> "Contract signed, project started" --approved

# Kreiraj MC task za projekat
node ~/system/tools/mc.js add "<CLIENT>: Sprint 1 planning" --priority H --route backend

Gate: First sprint isplaniran, taskovi dodijeljeni Output: Sprint backlog, MC taskovi

Pravila

  1. Faze se NE preskakaju — NDA mora biti potpisan prije Proposal-a
  2. CEO odobrava Proposal — ZAKON #2: NIKAD slati pricing bez Alemovog odobrenja
  3. Pipeline advance = gate pass — Advance lead SAMO kad je gate zadovoljen
  4. Test first za signing — Svaki dokument na potpis → test na [email protected] prvo
  5. Kontakt podatke NE izmišljaj — Ako nemaš email, pitaj Alema
  6. WON stage = contract signed — sales-pipeline.js enforce-a --approved flag
  7. Sve NOK fakture sa MVA 25% — invoice-generator.js auto-dodaje
  8. ALAI branding — Svi dokumenti, emailovi, fakture sa ALAI brandingom

Primjer — Kompletni Onboarding

Alem: "Imamo novog klijenta — TechCorp, kontakt je Lars Olsen, [email protected], došao preko LinkedIn. Žele AI chatbot za customer support."

John:
1. contacts.js add "Lars Olsen" "[email protected]" --company "TechCorp AS" --type client
2. sales-pipeline.js add "TechCorp AS" "[email protected]" "linkedin" "AI chatbot for customer support"
3. → Discovery call zakazan
4. → Brief napisan, klijent potvrdio
5. → NDA potpisan (send-for-signing flow)
6. → Proposal napisan, Alem odobrio, klijent prihvatio
7. → Contract potpisan, prva uplata stigla
8. → onboard-client.js new "techcorp" "[email protected]" "linkedin" "150000" "AI chatbot"
9. → Sprint 1 kreiran, agenti dodijeljeni

Status Tracking

U svakom momentu možeš provjeriti status:

# Pipeline pozicija
NODE_PATH=~/system/node_modules node ~/system/tools/sales-pipeline.js show <lead-id>

# Onboarding timeline
NODE_PATH=~/system/node_modules node ~/system/tools/onboard-client.js timeline "<client>"

# CRM overview
NODE_PATH=~/system/node_modules node ~/system/tools/unified-crm.js client "<client>"

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