onboard-client-admin
Skill4 starsChanged 16 days agoNo licenceView on GitHub
Admin-side client onboarding for Paxus CPA. Phase 1 ingests the prospective-client quote, creates the client + primary contact in Financial Cents via API, spins up the New Client Onboarding project (Firm Admin Tasks auto-assigned to Jennifer), and drafts proposal content. Phase 2 (post-signing) copies the standard template into a new client Shared Drive, files the signed engagement PDF, moves the client from Prospective to Active, POSTs the Shared Drive link to FC's Resources section, creates an "Engagement Letters" folder in FC's Files tab with the engagement uploaded for client-portal access, attaches the 8 standard project templates (weekly bookkeeping, month-end review, month-end close, cleanup, post cleanup, kick-off call, client training manual, tax returns) with per-role task reassignment, and attaches the FC 1099 project templates for Full Service / Premium clients (Basic clients skip 1099). Phase 3 generates a personalized welcome packet in Canva, saves the PDF to the client's Shared Drive, and drafts the warm welcome email to the client. Phase 4 produces the internal Onboarding Dossier handoff file (Discovery, Pre-Kickoff Readiness, billing, cleanup scope, volumes/complexity, and Kickoff-Call reference notes) in the client's Perm File for the lead, then drafts the internal team handoff email pointing the team at the Dossier. Phase 5 drafts the day-before-kickoff email to the client with a reminder of the meeting time and the outstanding items on the FC Onboarding Checklist. Phase 6 completes the FC client-dashboard "About" section — the firm-wide custom fields (Entity Type, EIN, Package, monthly billing, budgeted hours, tax accountant, etc.) — sourcing values from the Perm File, recurring invoice, Taxes folder, and budgeted-hours tracker, writing each via PATCH /clients/{id}/about-fields/{field_id}, and also updates the separate Master Client Tracker Google Sheet. Run when a new client engages Paxus, when a signed engagement needs to be filed, the day before a client's kickoff call, or to fill in a client's FC About section.
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In this repository14 other files it gives its agents.
- 1099-evaluationSkill
- cfo-meeting-agendaSkill
- design-pdfSkill
- forecast-updateSkill
- jib-to-check-codingSkill
- kickoff-prepSkill
- manage-skillsSkill
- month-end-close-dashboardSkill
- monthly-capacitySkill
- monthly-dashboardSkill
- onboard-projectSkill
- paxus-designSkill
- paxus-quoteSkill
- skill-name-in-kebab-caseSkill
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53 rules. About 0 are common, 27 are distinctive, and 26 are very specific to this project.
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