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SkillsBundleby SANTACONCHA
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Individual AI skill · AI for Contabilidad

client-intake-bookkeeper

Gestiona el proceso de alta de nuevos clientes contables: recopilación de datos, acuerdos de servicios y configuración inicial.

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See how to use it

Free ZIP · One canonical method · Usage example · Installation guide · Licence notices

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Use it as a draft, not as the final decision.

This skill can touch verifiable rules, deadlines, figures or professional criteria. Check current official sources and validate its output with a qualified professional before acting on it.

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How to ask with this skill installed

Installing the skill gives your AI a method. Your request still has to provide the case-specific facts, constraints and expected output.

1Name the real task

Describe the decision or deliverable, not just the topic.

2Provide the evidence

Add source material, audience, limits and known facts.

3Define done

Set format, quality criteria and checks.

Adaptable starting prompt Replace the brackets with your case

When to use it

  • "New client wants to hire us — start onboarding"
  • "How do I set up a new autónomo client for payroll?"
  • "Generate engagement letter for annual tax services"
  • "Assess complexity of a new potential cliente"
  • "Create document checklist for new client onboarding"
  • "Set up calendar reminders for a new client's tax deadlines"

Choose the right scope

Packs that include this skill

Download only this method or take it together with the rest of its professional area.

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Individual skill

The smallest useful download, prepared for a web project or an agent.

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Professional pack

AI for Contabilidad

This skill plus the other methods selected for this professional area.

Same method, different setup

Where will you use it?

We do not duplicate the skill for every platform. We keep one canonical method and explain the correct installation route.

01 ChatGPT

Use it as project knowledge and instructions.

Open web-interface guide → 02 Claude

Add it to a Project and keep the case material separate.

Open web-interface guide → 03 Agents and IDEs

Install SKILL.md in the path expected by your agent.

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Traceable by design

Source and licence travel with the file.

SkillsBundle catalogues material of its own and from third parties. Inclusion does not claim original authorship. The individual ZIP preserves the canonical catalogue path and includes the applicable licence notices.

Catalogue path
skills/verticals/bookkeepers/skills/client-intake-bookkeeper
Ficha origin
Extracted from SKILL.md
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Start with one real task

Install the method. Keep your judgement.

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