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gooseworks-ai / client-onboarding

Client Onboarding

Run the full onboarding playbook for a new client, producing a Client Intelligence Package and Growth Strategy Recommendations. The process covers three phases: parallel intelligence gathering (company, competitor, founder, SEO, AEO, paid ads, industry, and GTM research), synthes

agent claude-codemodel claude-sonnet-4-6snapshot python312-uveval programmatic8 stepsv1.0.0

Deploy Client Onboarding to your jetty.io

One-click installs this runbook into a collection on your Jetty account. You can run it from the Spot dashboard, schedule it, or pipe inputs in via the API.

Deploy on jetty.io →View source
The shape of the run

8 steps · start to finish.

  1. 1
    Step 1

    Environment Setup

    ▶

    Verify all required inputs and create the client folder structure.

    echo "=== SETUP ==="
# Validate required inputs
if [ -z "$COMPANY_NAME" ] || [ -z "$COMPANY_URL" ]; then
  echo "ERROR: COMPANY_NAME and COMPANY_URL must be set"
  exit 1
fi

CLIENT_NAME=$(echo "$COMPANY_NAME" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9]/-/g' | sed 's/-\+/-/g' | sed 's/^-\|-$//g')
RESULTS_DIR="/app/results"

# Create client folder structure
mkdir -p "$RESULTS_DIR/clients/$CLIENT_NAME/intelligence"
mkdir -p "$RESULTS_DIR/clients/$CLIENT_NAME/strategies"
mkdir -p "$RESULTS_DIR/clients/$CLIENT_NAME/campaigns"
mkdir -p "$RESULTS_DIR/clients/$CLIENT_NAME/leads"
mkdir -p "$RESULTS_DIR/clients/$CLIENT_NAME/content"

# Initialize running log
cat > "$RESULTS_DIR/clients/$CLIENT_NAME/notes.md" <<EOF
# $COMPANY_NAME — Onboarding Notes

Started: $(date -u +%Y-%m-%dT%H:%M:%SZ)
URL: $COMPANY_URL
EOF

echo "Client folder created at: $RESULTS_DIR/clients/$CLIENT_NAME/"
echo "CLIENT_NAME=$CLIENT_NAME"
  2. 2
    Step 2

    Phase 1 — Intelligence Gathering

    ▶

    Run all 8 research steps. Groups A and B can execute in parallel with each other; steps within each group can also run simultaneously.

  3. 3
    Step 3

    Phase 2 — Synthesis & Diagnosis

    ▶

    > **HUMAN CHECKPOINT**: Before proceeding, confirm all 8 intelligence files exist and are non-empty.

  4. 4
    Step 4

    Phase 3 — Strategy Generation

    ▶

    > **HUMAN CHECKPOINT**: Review the Intelligence Package for accuracy before generating strategies.

  5. 5
    Step 5

    Iterate on Errors (max 3 rounds)

    ▶

    If any Phase 1 output file is missing or incomplete after the first pass:

  6. 6
    Step 6

    Validation

    ▶

    Run the following verification checks before completing:

  7. 7
    Step 7

    Write Executive Summary

    ▶

    Write `/app/results/summary.md`:

  8. 8
    Step 8

    Final Checklist (MANDATORY — do not skip)

    ▶

    echo "=== FINAL OUTPUT VERIFICATION ===" RESULTS_DIR="/app/results" CLIENT_NAME="${CLIENT_NAME:-unknown}"