How to onboard a new client account in one pass
Day-one snapshot of a client's accounts across every connected platform: access verified, structure mapped, history read, risks flagged, baseline recorded.
IntentCompress the first week of account discovery into one structured pass with a written baseline.
- 6
- Steps
- 20
- Tools
- 3
- Rules
- 3
- Failure modes
When to use it
Use it when
- An agency takes over accounts.
- In-housing: the team inherits accounts from an agency.
- A new freelancer needs the lay of the land today.
Do not use it when
- Access not yet granted: this skill starts after OAuth and account ticking, which are human steps by design.
What it needs first
Preconditions
- The client's accounts connected and ticked, only theirs, verified via list_accounts.
- The client's stated targets collected before reading, so the baseline is judged against their number.
Inputs
targetsrequired- The client's KPI targets, as they state them.
Procedure
In order. Every tool named is one the gateway ships, and links to its reference.
Verify reachable scope on every platform: exactly the client's accounts, nothing else.
Health-check each connection.
Map structures and settings per platform.
Read 90 days of performance as the baseline, against the stated targets.
Read recent change history: what the previous team did on the way out.
Record the baseline document: numbers, structure, risks, unknowns.
Decision rules
The observable condition, what it lets you conclude, and what takes the conclusion back.
When
list_accounts shows accounts that are not this client's
Conclude
Stop and fix scoping first: cross-client exposure is the one unrecoverable onboarding error.
When
Heavy changes appear in the last 30 days of handover
Conclude
Flag them dated: performance during transition reflects the transition, and the baseline must say so.
When
The stated target is far from the trailing baseline
Conclude
Surface the gap in the onboarding note; renegotiating targets on day one beats missing them for a quarter.
Evidence every conclusion must carry
- The baseline quotes every number with platform, window, currency.
- The risks list distinguishes measured findings from unknowns still to verify.
Where the agent stops
- Nothing is changed during onboarding: the pass is read-only by intent, whatever the plan allows.
- Client communication of findings is the account lead's, with this as the annex.
How it goes wrong quietly
The cases where the analysis is wrong and still looks right. Read them before trusting a number.
- Judging the previous agency on transition-period data: the dip is the handover, usually.
- Currency and timezone differences across the client's accounts corrupt the merged baseline; record each account's settings first.
- Missing history (deleted campaigns, expired change logs) reads as calm; absence of records is not absence of events.
What the answer contains
- 01Access and scope
- What is reachable, verified account by account.
- 02Baseline
- 90-day numbers against stated targets.
- 03Risk register
- Findings and unknowns, ranked.