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playbook

Client Onboarding

Client workspace ready with initial business map and a region-grounded operating-environment briefing

New client signed.

When to run
"New client signed"
Time saved
~4 hrs manual → ~1 hr automated (4× faster)
How often
Per new client
Compounds
Each onboarding builds reusable templates and baseline data

How it runs

  1. regional-context → confirm the client's region KB is fresh
  2. create-client → set up workspace folders + profile, capture regions
  3. Review client profile, add details, confirm regions
  4. business-baseline → business map with Three-Layer Context (World→Country→Industry)
  5. Review business map, flag corrections
  6. vault-preflight → verify context + region KB freshness
  7. Deliver 'Your Operating Environment Right Now' briefing

Why it matters

  • 4× faster
  • Nothing gets missed
  • Baseline context from day one

What it needs

  • Client name + industry
  • Website URL
  • Key contacts
  • Engagement scope
  • Operating region(s)

What you get

  • Workspace folders
  • Client profile (+regions)
  • Business map (3-layer)
  • Context completeness report
  • Operating Environment briefing