Ex-$3M/yr agency founder rebuilds client onboarding with Claude + HQ
jacob_posel · x · 2026-10-09
A founder who ran and sold a $3M/year paid-ads agency details how he'd rebuild client onboarding today with Claude plus HQ: store the agency playbook (checklists, audit criteria, scope rules, example briefs) as shared context, then create a reusable onboarding skill with a fixed sequence — review scope, flag missing inputs, audit the account, prepare a delivery plan — specifying required files, evidence and human approval points.
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