$39·Operating Kits·Popular

Freelancer Client Onboarding Kit

After a client says yes, run first-week onboarding in under 90 minutes—intake → brief → scope lock → access owners → kickoff + emails—with a Cursor/Claude skill that drafts the project brief from messy notes, without rebuilding the process every engagement. Built for AI-coding freelancers; hands off Auth+Stripe builds to the $49 DevSpec instead of inventing billing. Includes sample kickoff a stranger can skim in ≤10 minutes. Not a lead-gen system, legal contract pack, or enterprise PMO suite.

Works With Any AI Tool

This DevSpec works with all AI coding assistants and LLMs.

CursorClaudeCopilotChatGPTGeminiAny LLM

What's Included

✓START-HERE.md — Setup ≤90 min; Notion/Docs/Markdown paths; how to invoke the skill
✓Client intake questionnaire — Scope, budget, timeline, access, success metrics, decision-maker
✓Project brief template — One source of truth after discovery
✓Scope-of-work checklist — In / out / revisions / milestones / kill-fee note (non-legal)
✓Access & owners checklist — Logins, repos, Stripe/test keys, who owns what
✓Definition of done + first-week plan
✓Kickoff agenda (timed) + decision-lock list
✓Welcome / kickoff / scope-change / handover email scripts
✓Invoice + milestone payment schedule template (non-legal)
✓SKILL.md + .cursorrules — Messy notes → intake gaps → project brief → scope checklist
✓Compose-with-Product-#1 one-pager — When to use MVP Auth + Stripe Billing DevSpec on a client build
✓SAMPLE.md — Redacted filled kickoff a stranger can skim in ≤10 minutes
✓FAQ / footguns — Missing decision-maker, unpaid extras, soft scope
✓CHECKLIST.md — Complete onboarding checklist
✓Not a legal contract pack, Notion life-OS dump, or prompt dump alone

File Structure

16 files in this pack

📄README.mdSetup guide

📄DEVSPEC.mdAI specifications

📁src/Source structure

📄app/Application code

📄components/React components

📄lib/Utilities

📄package.jsonDependencies

📄Config filesTypeScript, Tailwind, etc.

Tech Stack

CursorClaude CodeAI Coding ToolsClient Operations

Not for

×Lead-gen or finding clients

×Agency PMO or multi-client program ops

×Legal contracts or MSA drafting

×Replacing the MVP Auth + Stripe DevSpec when your client needs Auth→Checkout→Entitlement

When to use this pack

Scenario 1: Deposit cleared — need first-week OS today

Scenario 2: Blocked on access or owners — need checklist before kickoff

Scenario 3: Stakeholders disagree on done — need DoD + scope lock

Honest limits: Won't find clients. Docs without owners or DoD still stall week 1.

Not another $19 Word/Notion template zip

Generic onboarding packs give you static Word docs or Notion pages. This pack includes a Cursor/Claude AI skill that drafts the project brief from your messy notes, plus DevSpec-style handoff patterns for freelancers who build with AI coding tools—not copy-paste templates.

10-Minute Proof: Messy Notes → Client Brief

A stranger can turn messy call notes into a coherent brief + scope boundary + sendable welcome email in ≤10 minutes, without a real client on the call.

Min 0–2

Skim START-HERE.md promise + Not for. Confirm this is post-yes ops, not lead hunting

Min 2–6

Point agent at SKILL.md + .cursorrules. Paste messy notes → produce intake gaps + PROJECT-BRIEF.md + SCOPE-CHECKLIST.md

Min 6–8

Review output: decision-maker named, in/out list clear, first-week DoD defined, access owners called out

Min 8–10

Generate send-ready welcome email from template. Open KICKOFF-AGENDA.md and confirm decision-lock list matches brief

Example: Scope checklist (excerpt from SAMPLE.md)

In: web app; tutor auth; session notes; parent read visibility

Out: mobile apps; marketplace; Stripe subscriptions (until kickoff)

Compose note: If kickoff moves Stripe In, use MVP Auth + Stripe Billing DevSpec ($49)

Who It's For

Solo freelancers, indie consultants, and small agencies who use AI coding tools and take client work—need a repeatable first week after the deposit clears

Time Saved

DIY: 4-20 hours

With DevSpec: minutes

Package

16 files

Specs + scaffolds + config