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.
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 — proposal, onboarding, reporting — where each skill writes structured data the next skill picks up.
Each skill solves a real problem on its own. Together they become one client lifecycle.
Turns input — 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.
Welcomes each new client with a branded Google Drive folder of onboarding docs — welcome packet, kickoff brief, FAQ, timeline — built from the accepted proposal automatically.
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.
The suite doesn’t assume your industry, pricing model, or voice. It reads what you already have — and takes what’s new every session.
Loads your offer, pricing, voice, and brand from workspace files at session start so you don’t re-explain your business 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.
Set logo, primary color, accent color, and font once on the Proposal skill — the fallback cascade applies the same branding to onboarding and reports automatically.
The Proposal Generator is the entry point — and it accepts whatever state you’re actually in.
Pull a scored lead from the Marketing Suite’s Prospecting Engine. Business info, website analysis, and opportunity notes pre-fill the proposal.
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.
Describe the client and answer a few questions. Works for service, partnership, membership, sponsorship, or speaking proposals.
Every skill writes structured values to memory so the next skill in the chain can use them — without a copy-paste relay.
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 |
This is how a single client moves through the suite — from discovery call to signed, onboarded, and reported on.
Every step reuses what the previous step wrote down. Nothing is re-typed.
You take messy notes on a call with a new prospect. Pricing, scope, and special terms get mentioned in passing.
Paste the notes. The Proposal Generator detects the proposal type, extracts pricing and terms, and deploys a branded HTML proposal to a live URL.
Onboarding pulls scope and pricing from the proposal, builds a branded Drive folder of welcome docs, and deploys a personalized welcome page.
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.
Each report writes metrics back to memory. Next month’s report opens with last month’s trends already factored in — no re-typing March to write April.
Every honest system has a boundary. Here’s exactly where this one ends.
Proposals and reports are written — 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.
The Client Success Suite is the second pillar of AI Persona OS. The Marketing Suite finds clients. The Client Success Suite keeps them.
Niche Trend Watcher, Momentum, and Prospecting Engine turn signal into content into scored outreach — all inside the same workspace.
Proposal Generator, Client Onboarding System, and Client Reporting carry a client from signed deal to month-over-month report.
Both suites read the same workspace — USER.md, MEMORY.md, SOUL.md — so your voice, offer, and brand stay consistent across every output.
Proposal, onboarding, reporting — 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.