Clanker CloudA new client can arrive with an approved proposal, several emails, and a list of things that have not happened yet. The delivery team needs a clear starting point: what was agreed, which inputs are ready, and who should resolve the gaps.
Clanker Workspace can turn that packet into an onboarding checklist and kickoff brief. Keep the approved scope and current requests in one client Project, then ask an Agent to organize the next steps with their sources.
Build the packet around agreed work
Add the approved scope, intake notes, relevant client messages, and your onboarding procedure. Identify which version of the scope is current. Put durable preferences, such as checklist structure and how to label dependencies, in Project instructions.
A sales conversation can contain ideas that never became commitments. Ask the Agent to distinguish agreed deliverables from requested additions. If an incoming email is the starting point, the client email intake walkthrough helps you prepare the initial brief.
Try a fictional agency onboarding
Suppose a fictional studio is starting a launch-page Project. The packet says:
Approved scope: one launch page and one feedback round.
Maya owns the studio's delivery coordination.
Ravi is the client's contact for supplying content.
Logo files received on 13 October.
Approved page copy has not been supplied.
Test-account access was requested, with no confirmation yet.
18 October was suggested for kickoff, but not accepted.
Translation was requested later and is outside approved scope.
Ask:
Create client-onboarding.md from this fictional packet. Include agreed scope, received inputs, missing inputs, owners where stated, dependencies, and kickoff questions. Cite the source for commitments. Label the kickoff date tentative and translation as a new request needing a scope decision. Distinguish requested access from confirmed access. Draft a short client-facing checklist for review; do not send it or create accounts.
The output should make the next conversation easier. It should tell Maya what to confirm without quietly adding work to the engagement.
Check the checklist against the packet
The expected treatment is:
| Item | What the checklist should say |
|---|---|
| Launch page and feedback round | Included in approved scope. |
| Logo | Received; record the source date. |
| Page copy | Missing, with Ravi as the stated content contact. |
| Test-account access | Requested and awaiting confirmation. |
| Kickoff | 18 October is tentative. |
| Translation | Additional request awaiting a scope decision. |
Open the saved file in Project Files or Space. Check whether an owner is assigned only where the packet supports it. Being the delivery coordinator does not make Maya the approver for every client decision.
Review the client-facing version separately. It needs the actions the client can take and the questions they can answer. Keep internal planning notes in the appropriate internal result rather than including them simply because they appeared in the source packet.
Turn clarification into a dated update
When the client supplies copy or confirms kickoff, add the message or file to the Project. Ask for a revised checklist showing what changed. Record confirmed dates and remaining blockers so the team can distinguish the current starting point from the original intake.
For an appropriate handoff, use private file sharing and verify the recipient path. For a reviewed outbound request, use the email workflow separately with the intended recipient and message.
A reusable onboarding Agent can carry your method while each Project holds the client's facts. Test it on another small packet with missing ownership or conflicting scope. The role becomes useful when it preserves the same distinctions across real engagements.
Sources
Give your assistant one useful job
Prepare a client handoff that preserves agreed scope, source evidence, and unresolved work.