engagement-management
OfficialManage client lifecycle from start to finish.
Finance & Accounting#client management#billing#scope management#client onboarding#engagement letter#disengagement
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the entire client engagement process, ensuring clear agreements, efficient onboarding, and professional disengagement, reducing administrative overhead and client misunderstandings.
Core Features & Use Cases
- Engagement Letter Drafting: Generate comprehensive engagement letters tailored to specific service lines (tax, bookkeeping).
- Client Onboarding: Guide through client acceptance, screening, and setup procedures.
- Billing & Communication: Establish clear pricing models, billing cycles, and communication cadences.
- Use Case: When onboarding a new C-corp client for tax preparation, use this Skill to draft a compliant engagement letter, outline the onboarding checklist, and set up the initial communication plan.
Quick Start
Draft an engagement letter for a new C-corporation tax preparation client.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: engagement-management Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#engagement-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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