{"id":92146,"plugin_id":"plugin_asdk_app_6ac9cf9ff06c819192f0e26259430a1d","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-11-12T00:09:22.642Z","digest":"fdcfb74a4faa7cbb1022f20366394da376bca358ab0712c5fd3487ca66cdbce2","against":null,"payload":{"description":"Drafts, previews and sends a client agreement through the Agency Autopilot connector, then gets the client signed and paid into the agency's own Stripe. Use when the person says \"draft an agreement for [business]\", \"send them a contract\", \"sign this client\", \"they said yes\", \"what do I charge them\", or after a prospect is interested. Works on every plan. The agency's offer (services and usual prices) is asked once and reused.","included_files":[],"name":"sign-clients","skill_md_contents":"---\nname: sign-clients\ndescription: Drafts, previews and sends a client agreement through the Agency Autopilot connector, then gets the client signed and paid into the agency's own Stripe. Use when the person says \"draft an agreement for [business]\", \"send them a contract\", \"sign this client\", \"they said yes\", \"what do I charge them\", or after a prospect is interested. Works on every plan. The agency's offer (services and usual prices) is asked once and reused.\n---\n\n# Sign clients\n\nFrom \"they said yes\" to a signed, paying client without leaving the chat. The agreement fills itself in from what Agency Autopilot already knows (the agency's prospects, clients and CRM, and its branding), the person sees a live preview, and the client signs on their phone and pays straight into the agency's own Stripe account.\n\n## The flow\n1. **The offer, once.** If the agency hasn't saved what it sells and its usual prices, ask once (\"What do you usually sell, and at what price?\") and save it with `agreement_offer_save`. After that it is the default for every agreement; any price the person names wins.\n2. **Draft.** `agreement_draft` with `client` as the person said it (a prospect from a search, an existing client, or a CRM contact), the services and the money (monthly, one-time or setup, start date, term). Never guess a price: if none was named and no offer is saved, ask. The result lists anything still missing (usually just the contact's email); ask only for that. Never invent a person's name or email.\n3. **Show the live preview.** Give the preview link. It shows the finished agreement in the agency's branding and updates itself when the draft changes.\n4. **Change by talking.** \"Make it $1,200\", \"add Google Ads\", \"start on the 1st\": `agreement_update` on the same draft.\n5. **Send.** `agreement_send` previews first; send only on the person's yes (or they press Send on the preview page while signed in).\n6. **Follow it.** `agreement_status` shows opened, signed and paid. The agency is emailed when the client opens, signs, pays, or a payment fails.\n7. **Paid → set the client up.** Signing creates the client in Agency Autopilot. Once paid, offer the next step: `client_access_link` so the client connects their own accounts, then Autopilot's set-up for that client.\n\n## Stripe\nPayments need the agency's Stripe connected once (the dashboard's Agreements tab, Connect Stripe). Without it, the agreement can still be drafted, previewed, sent and signed.\n\n## Rules\n- The wording is a general standard agreement the agency can change (\"Customize wording\" on the Agreements tab). It is not legal advice; never say it is reviewed by a lawyer.\n- `agreement_void` cancels an unsigned agreement (preview first).\n- Never show internal ids to the person or the client.\n- Fees: if the agency asks what a payment costs, answer plainly. Stripe's processing fee applies, plus a platform fee of 2% on the Free plan or 0.5% on a paid plan, taken from each payment and shown in the agency's own Stripe account. A client's question about this goes to the agency.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}