HQ

I ran a $3M/year agency and sold it. Here’s the client onboarding system I’d build today with Claude + @HQforwork. Take a paid ads agency. The goal: turn a signed client into an audited account and a launch plan your strategist can review before kickoff. 1. Put the agency playbook in HQ. Your onboarding checklist. Your audit criteria. Your scope rules. Examples of great briefs and delivery plans. HQ gives the team shared context and reusable skills. Claude works from that context. 2. Build a reusable onboarding skill. Give it a defined sequence: Review the scope → identify missing inputs → audit the account → prepare the delivery plan. Specify the files each step should produce, the evidence required, and where a human needs to approve. Save it in HQ so the team can reuse it. 3. Run it against the new client’s documents. Supply the signed contract, proposal, and sales call transcript. Claude compares them against your agency’s rules. Three brands discussed on the call. One covered in the contract. That becomes a question for the account lead before anyone starts delivery. The output is a client brief with sources and unresolved decisions. 4. Build the intake from those gaps. Have Claude pre-fill what the client has already answered. Then draft a request for the missing assets, account access, and approval contacts. Keep a client status file showing what’s received, missing, and approved. 5. Audit the account against the client’s goals. Provide campaign exports, CRM outcomes, and landing page content through approved connections or files. Have Claude calculate performance and investigate the gaps. The client wants enterprise customers, but the campaigns reward every form submission. Cheap leads look great until you connect them to closed sales. Where the data doesn’t support a conclusion, the audit should say so. 6. Turn the findings into the kickoff package. Claude prepares the proposed tests, creative briefs, tracking fixes, and task dependencies. Each recommendation includes its evidence. Your strategist reviews the package before anything becomes a client commitment. 7. Save what the team learns. When the strategist catches a missing check, update the shared onboarding skill. The next client starts with a better process. That’s the system I’d build: shared agency knowledge, a repeatable workflow, and concrete work ready for review. I’m partnering with HQ. If you run an agency or digital service business and want to explore implementing AI, join the webinar. Sign up here: dub.sh/aib-w1-x