Source: business/products/advisory-onboarding-skills/STATUS.md

STATUS — Advisory Onboarding (DFY Claude Project)

Product: DFY Claude Project for client/advisory onboarding — Project Instructions + 14 onboarding skills + 5-minute intake. Modeled on OTO2 ("DFY Claude Project — Practice Operating System").
Vertical: CPA / EA / tax-advisory (vertical-specific by design; a horizontal version is the next product)
Funnel position: OTO2-tier (~$97)
Pipeline state: Phase 1 (product-idea) approved — 2026-06-05. Phases 2–10 pending.
Built in Notion: ❌ NOT yet. No Notion page exists; no shareable link yet. Next step is building the DFY setup page (Phase 8-style).
Source content: business-aos/cyp/tpc/builds/advisory-onboarding-skills/ (the 14 skills, project-instructions.md, demo, example-results)
Build masters: this folder (product-idea.md, state.json)
Engine: built with the Rewyse pipeline (business-aos/rewyse-ai/).