ChasePad Client Readiness

By The UGC Playbook LTD

Overview

Turn client proposals, briefs, scopes and kickoff notes into a tailored onboarding plan and evidence-based readiness audit. The plugin separates confirmed facts from assumptions, identifies missing assets, content, access, approvals, owners, dates, dependencies and blockers, calculates a readiness score, and prepares a client-ready request. It does not send messages, create ChasePad records, or store source documents in analytics.

Tools

render_onboarding_readiness

ChatGPT

Displays an interactive ChasePad readiness card after analysing a client's proposal, brief, kickoff notes, email summary, or existing checklist. The card includes a structured onboarding plan, evidence-based readiness audit, kickoff blockers, and client request draft. Do not pass raw source documents, passwords, credentials, or complete conversation history. Do not use for generic project plans that do not involve client onboarding or pre-kickoff readiness.

track_plugin_event

ChatGPT

Embedded-result telemetry only. Records an allow-listed ChasePad CTA impression or click with plugin version, mode, broad project category and an optional server-hashed anonymous repeat identifier. Never accepts or records project names, brief content, source documents, credentials or conversation text. Do not invoke from a user prompt.

Capabilities

WritesInteractive

Example Prompts

Click any prompt to copy it.

Links

Documentation Privacy Policy

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