Onboard a new client from signed proposal to first deliverable
ComingDay-one sequence: kickoff call, collect access and credentials into the vault, set up the client workspace and knowledge brain, clone the dashboard, agree the first deliverable and the review cadence.
Kit
workspace-os, dashboard-shell
You need
| Account | Why | Free or paid | Plan |
|---|---|---|---|
| Claude Code (Anthropic Claude Pro or Max) | The AI operator every system runs through. Skills, hooks, memory, MCP servers and the Brain plugin all load inside Claude Code. | Paid | Claude Pro (20 USD/mo) works for light use; Max (100 USD or 200 USD/mo) for daily multi-hour sessions. Anthropic terms require each user to hold their own subscription; never share a login. |
| Supabase | Postgres database, auth (dashboard logins), row level security, Realtime pulse, Edge Functions and pg_cron for every dashboard, the attribution tables, booking alerts and the Brain state. | Free tier available | Pro (25 USD/mo) for anything a client logs into. The free tier pauses a project after 7 days without traffic and caps an org at 2 active projects; a paused free project took three client dashboards offline at once (a project log). |
| Vercel | Hosts every site, funnel, dashboard and serverless API (subscribe, book, attribution, AC proxy). Runs the cron jobs declared in vercel.json. | Free tier available | Pro (20 USD/mo per seat). The Hobby plan forbids commercial use, so any client site or paid product must be on Pro. Hobby is fine for a personal portfolio. |
| GitHub | Every site, dashboard and workflow lives in a repo. Actions run scheduled jobs (email snapshots, daily scrapes). Issues double as an email alert channel for bookings. | Free | Free plan. Actions minutes on the free plan cover the cron jobs used here (a few minutes a day). |
| Fireflies.ai | Records and transcribes Zoom and Google Meet calls; the GraphQL API pulls transcripts into the voice-of-customer database and the Brain lessons. | Free tier available | Free plan gives limited transcription credits; Pro (about 10 USD/mo) for unlimited transcripts and API access. API access needs a paid plan. |
What you bring
- A signed proposal, before onboarding starts
- A client login for every service in scope, when you build for clients
The steps
- Run and record the kickoff call
- Collect access into the vault, verify each one
- Set up the client workspace and knowledge brain
- Provision the dashboard, if the proposal includes one
- Lock the first deliverable and the cadence into your operating files
- Ship the first deliverable through the normal gates
Goes further if you have already built Set up your Claude Code workspace operating system. You can build this without it.
Goes further if you have already built Set up a credential vault and secret hygiene. You can build this without it.
Goes further if you have already built Clone and deploy a client dashboard. You can build this without it.
Goes further if you have already built Build a client knowledge brain (a numbered second brain per client). You can build this without it.
Get the full playbook
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