Skip to content

New client signed.

Client workspace ready with initial business map and a region-grounded operating-environment briefing

New client signed. Now what? Scattered notes, missing context, slow start.

Outcome: Workspace set up, profile built, business map started — before the first real meeting.

  • Area: Sales & Clients
  • Time savings: ~4 hrs manual → ~1 hr automated (4× faster)
  • Try it: "New client signed"
  • Compounding: Each onboarding builds reusable templates and baseline data
  • Frequency: Per new client
  • Published: 2026-07-01

Inputs

  • 🏢 Client name + industry
  • 🔗 Website URL
  • 👤 Key contacts
  • 📋 Engagement scope
  • 🌍 Operating region(s)

What BOB does

  1. regional-context → confirm the client's region KB is fresh
  2. create-client → set up workspace folders + profile, capture regions
  3. Review client profile, add details, confirm regions
  4. business-baseline → business map with Three-Layer Context (World→Country→Industry)
  5. Review business map, flag corrections
  6. vault-preflight → verify context + region KB freshness
  7. Deliver 'Your Operating Environment Right Now' briefing

Outputs

  • 📁 Workspace folders
  • 🪪 Client profile (+regions)
  • 🗺️ Business map (3-layer)
  • ✅ Context completeness report
  • 📑 Operating Environment briefing

Benefits

  • 4× faster
  • Nothing gets missed
  • Baseline context from day one