# client-onboarding-proposal

> Claude/Codex skill by [@seranking](https://omgskills.com/library/seranking/index.md) · 184 stars · Updated 2026-06-25

Build a data-backed client onboarding proposal for an agency starting a new engagement, combining an SE Ranking SEO + AI-search audit with a Planable analysis of the client's current social performance. Use this skill whenever an agency wants to show a new (or about-to-sign) client where they stand and what the plan is, or says things like "build an onboarding proposal for \[client\]", "we're starting with \[client\], put together the SEO + social analysis", "create a client proposal with audit and social baseline", "scope a SEO + AI + social engagement", or "show the client their opportunities and our plan". Assumes the client's social accounts are already connected in Planable. Always activate for new-engagement proposals that pair SE Ranking analysis with Planable social data.

Tags: agent-skills, ai-search, answer-engine-optimization, anthropic, backlinks, claude, claude-code, claude-plugin, claude-skills, content-brief, ga4, generative-engine-optimization, keyword-research, mcp, mcp-server, search-console, seo, seo-tools, seranking, site-audit

## Install

```sh
git clone https://github.com/seranking/seo-skills /tmp/seo-skills && ln -s /tmp/seo-skills/skills/client-onboarding-proposal ~/.claude/skills/client-onboarding-proposal
```

## From README

Client onboarding proposal Produce the document an agency brings to the start of a client relationship: an honest read of where the client stands across SEO, AI search, and social — and a clear, scoped plan for what the agency will do. It pairs SE Ranking analysis (organic + AI visibility, competitive gaps, site health) with Planable's view of the client's current social performance. Positioning. This is an onboarding / early-engagement proposal, not a cold pitch. It assumes the client's social pages are already connected in the Planable workspace so their real performance can be analysed. (Without that access, the social section can't be produced from data — only the SE Ranking side.) Prerequisites SE Ranking MCP connected (Data API for research + audit; a project is optional, and an existing finished audit can be reused via PROJECTlistAudits instead of crawling). Planable MCP connected, with the client's workspace and connected social pages available.

## Links

- HTML page: https://omgskills.com/library/seranking/seo-skills/skills/client-onboarding-proposal/
- GitHub: https://github.com/seranking/seo-skills
- Author: [@seranking](https://omgskills.com/library/seranking/index.md)

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