Build Client Onboarding Doc Packs in Minutes (Claude Cowork Self-Install Kit)

Send the onboarding pack the same day you finish the kickoff call.

Every new client means half a day copying intake answers into a welcome doc, a scope doc, and a checklist. You have templates and you still fill them in by hand, so the pack lands two days after kickoff.

The leak isn't your templates. It's that intake answers never move themselves into them, so every single client costs you the same manual reassembly.

What this kit does

The kit takes a completed intake form and generates the full onboarding pack in one pass: a personalized welcome guide, a scoped project brief with deliverables and timeline, and a first-week client checklist. Two to four hours of document assembly per client becomes a single prompt, ready to send in under fifteen minutes.

What you can expect

You recover 2 to 4 hours of document-assembly time per new client. At two new clients a month that's 4 to 8 hours back, and the pack goes out the same day instead of 2 to 3 days after the kickoff call.

Who it's for

Built for coaches and consultants, agencies, local service business owners, and solopreneurs who bill for client work, not for reformatting intake forms into welcome guides. This is a self-install kit you run yourself with your own AI agent, built for Claude Cowork first.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

It's a small kit that earns its keep on the first client you onboard with it. After that it runs the same way for every client who follows, which is the whole point.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and your existing intake form, however you collect it. That account is billed by the tool itself, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

Not on Claude? The kit is plain files that describe what to achieve rather than which buttons to press, so a capable AI agent on another platform, like ChatGPT Work, can follow the same steps. If anything doesn't map to your setup, email support and we'll get you working.

How to install this kit

Open the kit in Claude Cowork and run the included prompt against a completed intake form; the workflow runs inside Cowork, so there's nothing extra to connect. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing client onboarding software, this is the install-it-once alternative. You set it up yourself with your own AI agent and keep it, with no monthly seat. Add it to your cart, open it in Claude Cowork, and build your next client's pack today.