---
name: coppica-onboard-client
description: Use when the user wants to set up a new client in Coppica, or populate a client's intake from a website, brief, or notes. Ensures there is enough context before any copy is generated.
---

# Onboard a client

Good copy depends on good context. Create the client, fill the intake, and verify the context is
rich enough before generating anything.

## Steps

1. **Create the client.** `POST /v1/clients` with the business name (and email if known). Keep
   the returned `id`.
2. **Fill the intake.** `PATCH /v1/clients/{clientId}` with what the business sells, their ideal
   customer, competitors, and positioning. If the user only has a URL or a loose brief, gather
   what you can from it and map it onto those fields. More signal here means better generation.
3. **Verify context.** Call `coppica_get_client_context` (MCP) for a batched snapshot (intake +
   recent outputs + active campaigns). If the intake is thin (no clear customer or offer), ask
   the user to fill the gaps before generating, rather than producing generic copy.

## Decision branches

- **Only a website?** Pull the value proposition, audience cues, and offers from it, then confirm
  the mapping with the user before writing.
- **They already have strategy docs?** Note them; strategy bot outputs become context for the
  writing bots. Consider running a strategy bot first (see `coppica-generate-copy`).

## Verify

`coppica_get_client_context` returns a populated intake. You're ready to generate.

## Next

Load `coppica-generate-copy`.