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Client Onboarding Proposal

Builds a data-backed onboarding proposal for agencies by combining SE Ranking SEO/AI-search analysis with a Planable social performance baseline.

Marketing & SEOIntermediate★ 122⑂ 30AI score 8/10Last updated: Jun 25, 2026

What it does

  • Health-checks both connectors first (DATA_getSubscription for SE Ranking, list_workspaces for Planable) and stops with reconnect instructions if either fails.
  • SEO + AI search analysis: organic traffic and top terms, striking-distance keywords (positions 11–30), competitor keyword gaps, site audit (reuse an existing one or run a new crawl), AI-search visibility and brand leaderboard, plus question/related keywords proving content demand.
  • Social baseline from Planable: connected channels, followers, page-level impressions and engagement rate, published-post performance, top 5 posts, and actual posting cadence — with an explicit rule never to conflate page-level and post-level impressions.
  • Synthesises the proposal as: Where you are → The opportunity → Our plan (SEO + AI optimisation + social managed in Planable) → First 90 days → How we'll measure it. Outputs proposal.md by default, or a docx/pptx deliverable via those skills.

Who it's for

  • SEO and digital agencies already running SE Ranking and Planable
  • Account leads who need an honest, numbers-backed diagnosis for a newly signed client
  • Teams standardising their onboarding deliverable instead of writing proposals by feel

Examples

  • "Build an onboarding proposal for acme.com — US market, three competitors, Planable workspace Acme."
  • "We're starting with Client X next week; put together the SEO + social analysis and a 90-day plan."
  • "Turn the audit findings and social baseline into a pptx pitch deck."

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/seranking/seo-skills/HEAD/skills/client-onboarding-proposal/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the skills/client-onboarding-proposal folder from the GitHub repo seranking/seo-skills into my ~/.claude/skills/client-onboarding-proposal/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/seranking/seo-skills.git /tmp/seo-skills && mkdir -p ~/.claude/skills && cp -r /tmp/seo-skills/skills/client-onboarding-proposal ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open your terminal.
  2. Clone the repository: git clone https://github.com/seranking/seo-skills.git
  3. Copy the skill into your skills folder: mkdir -p ~/.claude/skills && cp -r seo-skills/skills/client-onboarding-proposal ~/.claude/skills/
  4. Connect the SE Ranking MCP (guide: https://seranking.com/api/integrations/mcp/).
  5. Connect the Planable MCP and confirm the client's social pages are attached to the workspace.
  6. Restart Claude Code, then ask: "Build an onboarding proposal for [client]".
  7. You'll get proposal.md by default; install the docx/pptx skills if you also want a formatted document or deck.
View source on GitHub ↗License: MIT