onboard-client: add another brand

Setup Cowork-ready

What it does

onboard-client adds a new brand or client to your existing workspace. It creates a dedicated folder for that property, copies all the working templates into it, runs brand research on the URL you provide, and registers the new property in your config file so every other skill knows it exists.

Each brand’s files stay in their own folder. The toolkit never mixes voices, research, or data between properties. If you manage three clients, the copy for client A is never visible when you’re working on client B.

Just getting started? If this is your very first brand and you haven’t set up a workspace yet, begin with Onboard your brand instead. That page covers the one-time workspace setup. Come back here when you’re ready to add client two, three, or beyond.

When to reach for it

You’ve signed a new client and need a clean workspace for them.
You’re managing multiple brands and want them properly separated.
You’re adding a lead-gen property or a second business you run yourself.
You want a fresh start for a brand without touching the files of your other clients.

Where it runs

Cowork ✓ Desktop ✓

onboard-client works in both environments. It needs a live web connection to pull brand information from the URL you provide. Both Cowork and the desktop app have one.

How to run it

Tell it to add a new client and give it a name and URL:

“Add a new client: Example Brand, website is examplebrand.com”

Or call it directly:

“/um-toolkit:onboard-client Example Brand, examplebrand.com”

That’s all it needs. It handles the rest automatically.

What it needs from you

A name for the brand or client. This becomes the folder name (converted to a clean slug like example-brand).
The brand’s website URL. Used to pull colors, fonts, voice, and competitive context.

What happens next

Once you run it, onboard-client works through four steps:

Creates the property folder. A clean properties/example-brand/ directory with an assets/ subfolder ready for images and files.
Copies all templates. Every working template lands in the new folder, renamed and ready to fill in.
Runs brand research. Pulls brand identity, voice, personas, and competitive context from the URL. Same research that powers every downstream skill.
Registers the property. Adds the new brand to the Active Properties table in your CLAUDE.md so the toolkit routes correctly when you say “work on Example Brand.”

When it’s done, you’ll see a confirmation:

“Example Brand is set up. You can now run any skill for this property. Tell me which property you’re working on at the start of each session.”

Tips & gotchas

You only run this once per brand. After that, just tell the toolkit which client you’re working on at the start of each session and it picks up the right context automatically.
The URL does a lot. A live, public website produces much sharper research than a placeholder or a coming-soon page. If the site isn’t live yet, you can still create the folder and fill in brand details manually later.
Folder names are slugged automatically. “Blue Sky Media” becomes blue-sky-media. You don’t need to worry about formatting it yourself.
Every skill works per-property. Once a brand is onboarded, you can run apollo, the ad generator, page builds, and everything else specifically for that client without any risk of cross-contamination.

After onboarding a new client, the natural next step is apollo to run a full market research brief for them. From there, every copy and creative skill reads that research automatically.