# 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`

***

### 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**

```bash
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.

***

### 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.

***

### 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
```

***

#### 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
```

***

### 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](https://internal-docs.theentourageai.com/ai-automator/onboarding-call)