Proposal. Onboarding. Reporting. One client, one memory.
The Client Success Suite is three connected skills that carry a client forward automatically: from signed proposal, into a branded onboarding folder, into monthly reports that remember last month. One suite, any business, any offer.
Runs on three CLI tools: gog, gh, vercel. No paid APIs, no credit card, no SaaS stack bolted on top.
The suite at one glance
Every number below is verified against the Client Success Suite installer and SKILL specs, not marketing rounding.
Most teams lose clients in the gaps between tools. The proposal lives in one app, the onboarding docs in another, the monthly report in a third. Details drift, context dies, and every new document starts from a blank page. The Client Success Suite replaces those gaps with one continuous loop of proposal, onboarding and reporting, where each skill writes structured data the next skill picks up.
Three connected skills
Each skill solves a real problem on its own. Together they become one client lifecycle.
Proposal Generator
Turns input, whether meeting notes, a transcript, a cold lead, or a fresh brief, into a polished proposal delivered as a live HTML page or PDF. Detects the proposal type from what you provide.
- service, partnership, membership, sponsorship, speaking
- pulls pricing, discounts, and special terms from the source
- live URL deploy via GitHub + Vercel
“turn these notes into a proposal”
Client Onboarding System
Welcomes each new client with a branded Google Drive folder of onboarding docs, including a welcome packet, kickoff brief, FAQ and timeline, built from the accepted proposal automatically.
- auto-pulls scope and pricing from the proposal
- personalized welcome page deployed live
- reusable template after the first client
“start onboarding for [client]”
Client Reporting
Writes monthly client reports with month-over-month memory. Metrics and format adapt to what you actually deliver, pulled from onboarding so you don’t retype the scope every month.
- Google Doc output with MoM trends
- service details inherited from onboarding
- narrative + recommendations + call talking points
“report for [client]”
Adapts to any business or offer
The suite doesn’t assume your industry, pricing model, or voice. It reads what you already have, and takes what’s new every session.
Reads what’s already in the workspace
Loads your offer, pricing, voice, and brand from workspace files at session start so you don’t re-explain your business every time.
Accepts fresh notes every time
Paste a transcript, meeting notes, or a file. The skills extract client name, pain points, pricing discussed, discounts, coupons, and special terms mentioned on the call.
Writes in your copy and colors
Set logo, primary color, accent color, and font once on the Proposal skill, and the fallback cascade applies the same branding to onboarding and reports automatically.
Three ways to start a proposal
The Proposal Generator is the entry point, and it accepts whatever state you’re actually in.
From a cold lead
Pull a scored lead from the Marketing Suite’s Prospecting Engine. Business info, website analysis, and opportunity notes pre-fill the proposal.
From a transcript or notes
Paste a call transcript, meeting notes, or a file. The skill pulls out the client, the pain points, and what was priced on the call.
From scratch
Describe the client and answer a few questions. Works for service, partnership, membership, sponsorship, or speaking proposals.
Data flows automatically
Every skill writes structured values to memory so the next skill in the chain can use them, without a copy-paste relay.
Forward Handoffs
Shared Context
At a glance
What the suite includes, what it doesn’t, and what’s optional, pulled straight from the installer spec.
| Capability | Status |
|---|---|
| Paid API required | No |
| Credit card required | No |
| Live HTML proposals | Yes |
| PDF export | Yes |
| Google Drive output | Yes |
| GitHub + Vercel deploy | Yes |
| Custom branding | Optional |
| AI Persona OS integration | Yes |
| Marketing Suite integration | Yes |
| Month-over-month report memory | Yes |
| Non-destructive installer | Yes |
One week in real life
This is how a single client moves through the suite, from discovery call to signed, onboarded, and reported on.
Example: one discovery call, one client journey
Every step reuses what the previous step wrote down. Nothing is re-typed.
Tuesday 2:00pm, discovery call
You take messy notes on a call with a new prospect. Pricing, scope, and special terms get mentioned in passing.
Tuesday 2:30pm, “create a proposal”
Paste the notes. The Proposal Generator detects the proposal type, extracts pricing and terms, and deploys a branded HTML proposal to a live URL.
Friday, “[client] signed up”
Onboarding pulls scope and pricing from the proposal, builds a branded Drive folder of welcome docs, and deploys a personalized welcome page.
30 days later, “monthly report for [client]”
The report skill already knows the scope. You paste this month’s numbers; it returns a Google Doc with MoM comparisons, recommendations, and call talking points.
Month two and beyond
Each report writes metrics back to memory. Next month’s report opens with last month’s trends already factored in, so there is no re-typing March to write April.
What this suite cannot do
Every honest system has a boundary. Here’s exactly where this one ends.
Proposals and reports are written, and you send them through your own email tool.
Use DocuSign, PandaDoc, or your signing tool of choice for client signatures.
Proposals quote pricing; invoicing and collection happen in your billing tool.
Reports need you to supply performance metrics. The suite does not pull data from ad or analytics APIs.
Two suites. Six skills. One operating system.
The Client Success Suite is the second pillar of AI Persona OS. The Marketing Suite finds clients. The Client Success Suite keeps them.
Marketing Suite
Niche Trend Watcher, Momentum, and Prospecting Engine turn signal into content into scored outreach, all inside the same workspace.
Client Success Suite
Proposal Generator, Client Onboarding System, and Client Reporting carry a client from signed deal to month-over-month report.
AI Persona OS
Both suites read the same workspace files, USER.md, MEMORY.md and SOUL.md, so your voice, offer, and brand stay consistent across every output.
Put an AI Employee on the full client lifecycle.
Proposal, onboarding, reporting, all in your brand voice, with your pricing, carrying every client forward automatically. The Client Success Suite is installed inside the same AI Employee that runs your Marketing Suite.