New client signed.
Client workspace ready with initial business map
New client signed. Now what? Scattered notes, missing context, slow start.
Inputs
- Client name and industry
- Client website URL
- Engagement scope
What BOB Does
- create-client → set up workspace folders + profile
- Review client profile, add missing details
- business-baseline → initial business map
- Review business map, flag corrections
- vault-preflight → verify context completeness
Outputs
- Client workspace folders
- Client profile
- Initial business map
- Context completeness report
Time Savings ~4 hrs manual → ~1 hr automated (4× faster)
Try It "New client signed"
Compounding Each onboarding builds reusable templates and baseline data
New client signed.
Workspace set up, profile built, business map started — before the first real meeting.