Paste one prompt into Claude, or answer a few questions on the page. Then one step at a time.

The easy way: let Claude walk you through it
  1. Open Onboarding and press Add a client. Operations or Admin can do this.
  2. Copy the prompt on the first screen and paste it into Claude, in a chat where your Stak is switched on.
  3. Claude asks a few questions, one at a time: the name, the website, what you do for them. If you have the signed agreement or the proposal, paste it and Claude takes the answers from there.
  4. Claude reads it all back, with what it adds to your bill, and adds the client when you say yes.
Add a client: the prompt to paste into Claude
Add a client: the prompt to paste into Claude, shown in an example agency's Suite.
Or answer the questions on the page
  1. Press Answer a few questions on this page. One question at a time; press Enter to go on.
  2. The last screen shows everything you entered. Change anything, then press Add the client.
After that, one step at a time
  1. The client's Onboarding tab always shows one card: your next step, with its button. Each card also has a prompt, if you'd rather do that step with Claude.
  2. Storystak builds their Stak in about ten minutes. Then Review and approve it, or send it back.
  3. Get their answers: send them Dot, or walk them through it on a call.
  4. Confirm their numbers with them, then go live.
A client's Onboarding tab: the next step, and the same step as a prompt for Claude
A client's Onboarding tab: the next step, and the same step as a prompt for Claude, shown in an example agency's Suite.