For agencies, consultants & service businesses

Every new client,cleared for takeoff.

Four Claude Skills read your signed deal, check whether the engagement is truly ready to start, and draft the whole onboarding packet — welcome, kickoff, scope recap, plan, and setup — into your own Drive. It drafts and stages; you share and send. And it won't clear a kickoff while the contract, deposit, or scope is still open.

Get the System — $129one-time · instant download · yours to keep
Six deliverables · MCP-driven
Onboarding Readiness engine
python
Four Claude Skills
skills
Readiness Scorer workbook
xlsx
Kickoff packet template
template
Client Onboarding playbook
docx
CRM + Drive MCP Setup playbook
docx
Works alongside
Agency & Studio Ops · Brand Voice · Meeting Intelligence
01.The Problem

The riskiest week of any engagement is the first one.

The start sets the tone

A fumbled onboarding — missing docs, fuzzy scope, a slow kickoff — tells a new client exactly what working with you will feel like. Day one is where trust is won or quietly lost.

Blockers get skipped

Eager to start, you kick off before the deposit lands or the scope is locked — then spend the whole engagement chasing payment or fighting scope creep you could have headed off.

Setup eats the week

Folders, docs, access requests, the kickoff agenda, the plan — every new client is the same scramble, rebuilt by hand, while the clock on their first impression is already running.

02.See It Work

Score the client — and never start on an open blocker.

This is the readiness core, live. Set how ready each onboarding item is and watch the engagement verdict and the next gap update. The blocker gate is the honest part: drop the deposit, the contract, or the scope and the kickoff holds — however high the score climbs everywhere else.

Kickoff readiness · live demo

Score one client’s onboarding. Drop a blocker and watch the kickoff hold.

HOLD KICKOFF

A blocker (contract, deposit, scope) isn't locked. Don't start yet.

76

/ 100

Close this next: Deposit / first payment — blocker; must be locked before kickoff.

Signed agreement

blocker

weight 20 · READY

5/5

Deposit / first payment

blocker

weight 18 · BLOCKER

1/5

Scope & deliverables confirmed

blocker

weight 18 · READY

5/5

Access & credentials

weight 16 · IN PROGRESS

3/5

Primary contact & comms channel

weight 14 · READY

5/5

Kickoff scheduled

weight 14 · READY

4/5

The blocker gate is the point: a blocker below READY holds the kickoff however high the score, while a non-blocker gap only lowers it. Same math as the engine and workbook. It reads and drafts only — you share, send, and start.

03.What's Inside

One runway, four Skills, from signed to in-flight.

01.Score readiness

The scout reads the signed deal via your HubSpot or GoHighLevel MCP and scores the onboarding checklist, returning GO / ALMOST / NOT READY / HOLD KICKOFF and the next gap to close.

02.Draft the kickoff packet

The architect drafts the client-facing materials — welcome, kickoff agenda, scope recap, and onboarding plan — in your voice, grounded in the actual deal, with anything unconfirmed flagged [confirm].

03.Stage the workspace

The setup drafter stubs the client folder and docs in your own Drive — unshared — and drafts the access/intake checklist. It never shares a doc with or grants the client access.

04.Track to kickoff

You share, send, and start; the tracker re-scores, flags stalls — an unpaid deposit, missing access — and surfaces what's still blocking the kickoff, with a draft nudge you can send.

Plus a runnable Python readiness engine with a worked sample, a spreadsheet that reproduces the same math and blocker gate, the kickoff-packet template, and two playbooks — the end-to-end runway and a CRM + Drive MCP setup & safe-onboarding guide.

04.The Standard

Three rules the runway holds to.

Reads the real deal, never invents

Readiness runs on your actual CRM and Drive through the MCP. It never fabricates a scope, a payment status, a contract status, or a deliverable — and stops rather than guessing if the connection is missing.

You share, send, and grant

It reads and drafts only. It may stage unshared drafts in your own Drive, but it never shares a doc with or grants the client access, sends the welcome, edits a live deal, or deletes. Those are yours.

The blocker gate

No kickoff clears while a blocker — contract, deposit, scope — is below READY, however polished the rest of the packet is. Refusing to start the work before you're paid and signed is the point.

05.What This Is — And Isn't

An orchestration layer on top of your CRM and Drive — honest about its limits.

What it is
  • A repeatable runway that scores kickoff-readiness and drafts the whole onboarding packet into your stack.
  • The orchestration layer — Skills, scoring, a template, and playbooks — on top of your CRM + Google Drive + Claude.
  • Built to protect the relationship: it won't let you start the work on an open blocker.
What it isn't
  • Not a CRM, a Drive, or a contract — you bring your own accounts, MCP connections, and agreements.
  • Not an auto-pilot: it reads and drafts only, stages unshared drafts, and never shares, sends, grants access, or edits a live deal on its own.
  • Not the SaaS email-sequence kit, not a guaranteed smooth onboarding, and not legal or financial advice — use your own contracts, counsel, and judgment.
06.Who It's For

Built for the handoff from signed to started.

A fit if you're…
  • An agency, consultant, studio, or service business onboarding signed clients one by one.
  • Tired of rebuilding the same kickoff scramble — and of starting before the deposit or scope is locked.
  • Willing to connect your CRM and Drive MCPs and stay the one who shares, sends, and grants access.
Not a fit if you…
  • Want a bot that auto-creates client accounts, grants access, and emails the welcome on its own.
  • Won't connect a CRM or Drive, or review drafts before sharing and sending.
  • Are onboarding self-serve SaaS users to an activation milestone — that's the email-sequence kit, not this.
08.Common Questions

The honest answers, before you buy.

A CRM — HubSpot or GoHighLevel (it works with either) — for the signed deal, and Google Drive, where the client folder and draft docs get staged. Google Calendar is optional, for drafting the kickoff invite. You bring your own accounts and connect them to Claude via MCP; the Runway is the orchestration layer on top — it never includes or resells your CRM or storage.

Stop scrambling at the start.
Clear every client for takeoff.

One purchase, lifetime access, 12 months of updates. $129, once. Bring your own CRM + Google Drive MCP.

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