Automation & Ops Skill
Client Onboarding
Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.
$15
Playbook Template Engine
Auto-render an always-current internal playbook per client so context survives any handoff.
A template engine that auto-renders an internal, per-client operations playbook, a single working document the team keeps but does not share with the client. It takes the lifecycle state (what stage, how long, SLA status) and the measured value figures as input and regenerates a clean markdown playbook on every stage transition, report or email trigger, plus a weekly batch run. The result is one file the team can read in thirty seconds for full context: who, when, why and the next action, instead of relying on memory.
$15 one-time
Add to a kit → Prices include 20% VAT. · Forged on real agency work · one-time, no lock-in
- Type Skill
- Category Automation & Ops
- Delivery Email · instant
- License One-time
Inside the run · no black box
See the actual work before you buy it.
Context that lives in someone's head disappears when they do. This engine keeps one internal file per client always current, rendered from live state:
- Reads the client's lifecycle state, how long in stage and SLA status, plus the measured value figures, all read-only
- Interpolates them into a fixed playbook template, producing a clean markdown document
- Regenerates on every trigger, a stage change, a published report or an email send, so the file is never stale
- Runs a weekly batch across all active clients and skips a rewrite when nothing changed, avoiding version churn
- Marks the file internal-only and offers a handoff view that surfaces the latest context and the next actions
One power source. 6 lines out.
playbook-template-engine · core
core active · 6 lines
- ✓ keeping one internal sou…
Keeping one internal source-of-truth document per client
- ✓ auto-updating a playbook
Auto-updating a playbook whenever a client changes stage
- ✓ regenerating the value and
Regenerating the value and milestone sections as new data lands
- ✓ handing an account to an…
Handing an account to another team member without losing context
- ✓ reading a client's full
Reading a client's full history and next action in thirty seconds
- ✓ guaranteeing continuity…
Guaranteeing continuity through staff changes or coverage
Yours to keep.
Drag time forward. Watch what stays.
Forever
That's what owning means.
The rented stack
ai writing tool: subscription
expired · access lostanalytics suite: subscription
expired · access lostdesign platform: subscription
expired · access lost(nothing left)
Your forge
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One file holds full client context, replacing scattered memory
license: perpetual -
Always current because it regenerates on every trigger
license: perpetual -
Smooth handoffs during staff changes or coverage
license: perpetual -
Idempotent rendering avoids needless churn in version history
license: perpetual
subscriptions expire · deeds don't
Everything in the box.
Pick a piece up. Watch it work.
A template engine that renders a per-client internal playbook
6 parts · one working system · ships instantly by email
This wasn't forged for everyone.
- Not for you if you'd rather rent a tool than own one.
- Not for you if you want someone else to run your stack.
- Not for you if you're happy guessing.
Teams who run many client accounts and need one always-current internal playbook per client for context and clean handoffs.
then this was forged for you.Works with
Universal by design: these run in any AI. Delivered in the open Agent Skills + MCP format (native in Claude); ChatGPT, Gemini, Cursor and Copilot adapt the same files their own way.
- Claude Native format
- ChatGPT Adapts via open standards
- Gemini Adapts via open standards
- Cursor Adapts via open standards
- Copilot Adapts via open standards
Catch what's on your mind.
the air is clear. nothing between you and the forge.
catch a spark: the forge will answer
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Does the client ever see this playbook?
No. It is an internal working document marked internal-only and kept out of any client-facing bundle. Client-facing reports are produced separately.
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Does it decide anything or change client state?
No. It is a render layer only: it reads lifecycle state and value figures and writes the document. It never changes a stage or calculates a value itself.
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How does it stay current?
It regenerates on every relevant event, a stage transition, a published report, an email send, plus a weekly batch run, so the file reflects the latest state without anyone updating it by hand.
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How is it delivered?
By email right after purchase: ready to run, downloaded instantly, no setup wait.
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One-time or subscription?
A one-time purchase; no subscription or hidden fees. VAT (20%) is included.
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Can I get a refund?
As a digital product, it can’t be refunded once downloaded. That’s why we show exactly what’s inside and who it’s for, right here.