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Found 5 Skills
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
Multi-client outbound for lead gen agencies — infrastructure architecture, client isolation, domain strategy, warmup at scale, white-labeling, unified reporting, client onboarding playbooks, and cross-client operations. Use when setting up agency outbound infrastructure, onboarding new clients, isolating sending domains per client, managing warmup across 20+ mailboxes, building repeatable client onboarding processes, or designing agency-wide reporting. Do NOT use for Smartlead-specific platform config (use /sales-smartlead), single-domain deliverability (use /sales-deliverability), or individual campaign strategy (use /sales-cadence).
Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.
Use when the user needs to create a marketing agency proposal, pitch deck outline, client onboarding document, scope of work, service level agreement, or agency capabilities presentation for a prospective or existing client.
Generates a complete social media crisis response playbook covering severity classification, per-level response protocols, holding statement templates, platform-specific actions, and a post-crisis review process. Also outputs a one-page Crisis Quick Card for the client to print. Invoke this skill when onboarding any new client (proactive setup), when a client reports a crisis already in progress, or when reviewing crisis preparedness for an existing account.