Agency New Client Onboarding
Inventory what the client actually has, audit tracking before launching, and reach first campaigns with a reporting cadence agreed.
Works across your stack
Supported AI platforms
8 supported clients. Connector requirements are shown separately below.
Add the client onboarding skill to your AI client
Set up the Adspirer "Agency New Client Onboarding" skill for me. If you can run commands: npx adspirer-skills add agency-new-client-onboarding If not: fetch https://www.adspirer.com/skills/agency-new-client-onboarding.md and follow it. Then read the skill and ask me what you need to get started.
Paste it into Claude, ChatGPT, Cursor, Codex, Gemini, or any agent — it works out how to install itself.
Or install it yourself
npx adspirer-skills add agency-new-client-onboarding Writes SKILL.md to .claude/skills/ in the current project. The bundled references, scripts, and assets ship with the ZIP. Download ZIP →
Upload the ZIP in Claude → Settings → Skills. The bundle preserves every reference, script, and asset.
Install the Adspirer plugin first: Cowork tab → Customize (left sidebar) → Plugins → Browse Plugins → search "Adspirer" → Install. Requires Claude Max, Team, or Enterprise. Then upload this ZIP as a skill.
In ChatGPT, open Plugins → Skills → Create → Upload from your computer. ChatGPT scans the skill before making it available. Availability and upload permissions depend on your workspace plan and admin settings.
npx adspirer-skills add agency-new-client-onboarding --agent cursor Writes the skill to .cursor/rules/ in the current workspace, so Cursor loads it on every session.
npx adspirer-skills add agency-new-client-onboarding --agent codex Appends the skill to AGENTS.md, which Codex reads on every session — so it persists instead of living in one conversation. The append is idempotent; re-running it will not duplicate the block.
npx adspirer-skills add agency-new-client-onboarding --agent gemini Appends the skill to .gemini/GEMINI.md, which the Gemini CLI reads on every session. Connect Adspirer as an MCP server first so the live ad-account steps can run.
npx adspirer-skills add agency-new-client-onboarding --agent windsurf Writes the skill to .windsurf/rules/ in the current workspace, so Windsurf loads it on every session.
npx adspirer-skills add agency-new-client-onboarding --agent other Writes SKILL.md to adspirer-skills/ in the current folder — point any agent at that file. No shell? Fetch the raw file with curl -fsSL https://www.adspirer.com/skills/agency-new-client-onboarding.md, which prints the skill instead of installing it.
Starter prompt
Client setup guide →Use the Agency New Client Onboarding skill. I’m working on [campaign or account] and want to understand [goal or problem] for [date range]. Check that Adspirer is connected, start by looking without changing anything, and explain the story in plain language. Show me the evidence and ask before making any live change.Where it helps
When to use the client onboarding skill
An honest inventory, a tracking audit with owners named for each fix, first campaigns built paused, and an agreed reporting cadence.
Use case 1
A new client needs a defensible start
The team wants the accounts, tracking, and blockers understood before spend rather than discovered in the first month.
Use case 2
Tracking may already be broken
Launching onto a broken conversion signal produces a month of spend nobody can defend, and the fix usually needs client-side developer time booked early.
Use case 3
Legacy accounts are in the picture
Old campaigns, lapsed billing, or a policy strike are sitting on an account the client described as new.
See it in a campaign
Client onboarding examples
The numbers, account, and recommendation will be yours. These show the kind of story the skill helps you work through.
Multi-platform handover
An agency takes over Google, Meta, and LinkedIn for a client mid-quarter with partial access granted.
The skill enumerates every account including dormant ones, records currency and timezone, and reports what still blocks a launch.
Tracking audit first
The stated goal depends on a conversion action that turns out not to be firing on two platforms.
The skill holds the affected launch, names who has to fix each one, and proposes a measurable interim goal instead.
Keep reading: Google Ads setup docs ·Claude ad management ·White-label Google Ads guide
Keep building the workflow
Agent skills related to client onboarding
The QBR Pack
Report a quarter against the goals that were actually set, separate what worked from what merely happened, and propose next quarter honestly.
Media-Plan-to-Tracker Sync
Sync a media plan into a tracker (Airtable if connected): campaigns, budgets, flight dates, status — one source of truth the team can see.
Ad Copy Writing Room: Platform-Correct Ad Copywriting
Clarifies copy editing vs copy writing up front: this is a true copywriting job, not a copy-edit pass. Produces platform-correct ad copy variations (headlines, primary text, CTAs) for Meta, Google RSA, and LinkedIn, grounded in a real offer and audience, with angle rationale — including Chinese writing to copy and paste or Japanese writing copy and paste for non-English markets.
Before you install
Frequently asked questions
What is the client onboarding skill?
It is an Agent Skill — a folder of instructions your AI assistant loads when you ask it to do this job. It follows the open Agent Skills specification, so the same package works across different assistants. Inventory what the client actually has, audit tracking before launching, and reach first campaigns with a reporting cadence agreed. Unlike a prompt you paste in, the skill carries its own procedure, checks, and stop conditions, so the assistant works the same way every time you run it.
Which AI assistants can run it?
Claude, Claude Code, Claude Cowork, ChatGPT, Codex, Cursor, Gemini and Windsurf. Download the ZIP and upload it in assistants that accept skill folders, or point the assistant at the raw SKILL.md file. The install card above has the exact step for each one.
What do I need to connect before I run it?
Adspirer is required, because the skill reads live account data rather than guessing. Slack is optional and only add value when the job calls for them. The skill confirms the connection before it touches a real account, and tells you plainly if something is missing.
Do I need an Adspirer account, and is there a free tier?
The skill itself is free to download and MIT-licensed. To let it read or change real ad accounts you need Adspirer connected: the free tier includes 15 tool calls a month, Plus is $49/mo for 150, Pro is $99/mo for 600, and Max is $199/mo for 3,000. You can install the skill and read what it does before signing up for anything.
Can it change my campaigns without asking?
No. Any new campaign Adspirer creates is created paused, enabling a paused or live campaign needs your confirmation, and destructive actions are gated behind an explicit confirmation flag. Spend, publishing, and live changes wait for your approval every time — installing a skill or a connector is not itself approval to act.
How do I get the best results from it?
Give it the specifics it asks for up front — the account or campaign, the date range, the goal, and what "good" looks like for this business. Let the first pass run read-only so you can check the evidence before anything changes. The starter prompt above is a working template; edit the bracketed parts and paste it in.
How is this different from just asking the assistant directly?
A plain prompt gets you a plausible answer from whatever the model already knows. This skill makes the assistant pull real numbers from your ad accounts, follow a fixed procedure, show its evidence, and stop at the points where a person should decide. That is the difference between a confident guess and a client onboarding you can act on.
Ready to run it against real campaigns? Connect Google, Meta, Amazon, LinkedIn, TikTok, or ChatGPT Ads to your assistant on the free tier — nothing spends or publishes without your approval. Create a free Adspirer account →