4. Client Setup

Client Setup

Outcome: Folder structure created, welcome email sent Trigger: Sales books onboarding call in Google Calendar Duration: 30 min

Quick Reference

Step	Action	Time
1	Extract client info from proposal	2 min
2	Generate client code (4 letters, e.g., NADD)	1 min
3	Create local folder structure	5 min
4	Create Google Drive folder	2 min
5	Send welcome email	10 min

Skills used: /setup:client-local, /setup-client-drive, /create:email --type welcome

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Full Guide

Step 1: Extract Client Information

From the proposal, gather:

• Company name

• Primary contact name

• Primary contact email

• Package type (ai_roadmap or ai_automator)

• Onboarding call date/time

Step 2: Generate Client Code

Create a unique 3-4 letter uppercase code:

• Use first letters of company name (e.g., "Night and Day" → NADD)

• Check existing: ls clients/ to avoid duplicates

• If collision, add number (NADD → NAD2)

Step 3: Create Local Folder Structure

Option A: Use skill (recommended)

/setup:client-local {CODE} --name "{Company Name}"

Creates:

clients/{kebab-name}/
├── CLIENT.md           # Relationship context
├── settings.json       # n8n config, credentials
├── context/
│   ├── docs/
│   ├── emails/
│   └── learnings/
└── workflows/

Option B: Manual creation

mkdir -p clients/{kebab-name}/context/{docs,emails,learnings}
mkdir -p clients/{kebab-name}/workflows

Step 4: Create Google Drive Folder

/setup-client-drive "{Company Name}"

Creates standard Drive structure:

• Documents/

• Workflows/

• Meeting Notes/

• Data/

Step 5: Send Welcome Email

/create:email {CODE} --type welcome

Timing: Send 1-3 days before onboarding call.

If call is >3 days away, also schedule reminder:

/create:email {CODE} --type call-reminder

Schedule for 24h before call.

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Package Types

Package	Description	Timeline
ai_roadmap	Discovery only - process mapping, opportunity analysis	3-4 weeks
ai_automator	Full build - includes AI Roadmap + 2-5 workflows	10-14 weeks

If unclear: Check proposal or ask sales team before proceeding.

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Email Templates

welcome

When to send: 1-3 days before onboarding call Command: /create:email {CODE} --type welcome

Subject: Welcome to The Entourage AI - Your Onboarding Call 🎉

Hi {Name},

Welcome to The Entourage AI! We're genuinely excited to kick off this journey with you.

YOUR ONBOARDING CALL
Date: {Date}
Time: {Time} {Timezone}
Link: {Google Meet URL}

No need to prepare anything—just bring yourself and anyone from your team you'd like to include. We'll walk through what to expect, timelines, and answer any questions you have.

Can't wait to meet you!

Cheers,
{Your Name}
AI Solutions Engineer
The Entourage AI

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call-reminder

When to send: 24 hours before onboarding call (if original welcome was >3 days out) Command: /create:email {CODE} --type call-reminder

Subject: Reminder: Your Onboarding Call Tomorrow

Hi {Name},

Quick reminder - we're meeting tomorrow!

ONBOARDING CALL
Date: {Date}
Time: {Time} {Timezone}
Link: {Google Meet URL}

See you then!

Cheers,
{Your Name}
AI Solutions Engineer
The Entourage AI

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Verify

• Client code generated (unique, 3-4 letters)

• Local folder exists: clients/{kebab-name}/

• CLIENT.md and settings.json created

• Google Drive folder exists

• Welcome email sent and saved to clients/{kebab-name}/context/emails/

Next: Onboarding Call