Pokee Playbook
Client Onboarding Kit
Generate a client-ready onboarding packet with welcome copy, project brief, milestone checklist, tracker, and kickoff note.
Use cases
Agency client kickoff
Give every new client the same polished first impression with a complete, on-brand onboarding packet.
Consulting engagement setup
Spin up the brief, milestones, and tracker for a new engagement so work starts on day one, not week one.
Repeatable onboarding template
Create a reusable onboarding kit you adapt per client instead of rebuilding the documents each time.
FAQ
Does Pokee send the welcome email?
No, by default it drafts everything for your review. Ask it to save to Gmail as a draft if you want to send it yourself.
Can I match my agency's template?
Yes, describe your sections, tone, and any required fields in the prompt and Pokee will follow your structure.
What do the artifacts include?
A welcome email, project brief, milestone checklist, a tracker table, and an internal kickoff announcement, all in one document.