kickoff-prep
Skill4 starsChanged 16 days agoNo licenceView on GitHub
Prepare a lead for a new client's kickoff call, then capture the call afterward. Before the call, reads the Onboarding Dossier fill-in from the client's Perm File (sweeping the folder for anything it's missing) and writes two documents — internal Kickoff Prep Notes and a client-facing Kickoff Call Agenda on the firm's eleven-item run order. After the call, takes the meeting transcript and turns those same two documents into the record of what was collected, what's still outstanding, and what the call never reached, then drafts the client recap email. Use when a lead says they're prepping a kickoff call, needs a kickoff agenda or call sheet, is getting ready for a new client's first call, has new information to fold into prep documents already written, or is coming back after a kickoff with the transcript to write it up and send the recap. Starts where the firm-admin onboarding skill ends — at the dossier file.
In this repository14 other files it gives its agents.
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29 rules. About 0 are common, 25 are distinctive, and 4 are very specific to this project.
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