# /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:
```bash
# 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:
```bash
# 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:
```bash
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

```bash
# 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)

```bash
# 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:
```bash
NODE_PATH=~/system/node_modules node ~/system/tools/docusign.js create "<CLIENT>" contract --field CLIENT_NAME="<ime>"
```
2. Pošalji na potpis: `/send-for-signing` workflow
3. Kreiraj prvu fakturu:
```bash
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

```bash
# 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

```bash
# 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 post@alai.no 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, lars@techcorp.no, došao preko LinkedIn. Žele AI chatbot za customer support."

John:
1. contacts.js add "Lars Olsen" "lars@techcorp.no" --company "TechCorp AS" --type client
2. sales-pipeline.js add "TechCorp AS" "lars@techcorp.no" "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" "lars@techcorp.no" "linkedin" "150000" "AI chatbot"
9. → Sprint 1 kreiran, agenti dodijeljeni
```

## Status Tracking
U svakom momentu možeš provjeriti status:
```bash
# 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>"
```