Client Onboarding Checklist Generator
Follow the repository instructions for this skill and your agent. Review the files and dependencies before adding it to your workflow.
SkillHub CLI
skillhub install 1kalin/client-onboardingInspect the source and compatibility requirements, then follow its installation steps.
Give your agent the source link and ask it to inspect instructions and dependencies before explaining the installation steps.
Generate a comprehensive, customized client onboarding checklist for any service business. Covers intake, setup, communication, milestones, and success metrics.
Ask the user for:
Then generate a structured checklist with these sections:
These signals come from indexed source analysis and may lag behind changes. Check the current source files.
# Client Onboarding Checklist Generator Generate a comprehensive, customized client onboarding checklist for any service business. Covers intake, setup, communication, milestones, and success metrics. ## When to Use - Starting a new client engagement - Standardizing onboarding across your team - Reducing client churn from poor first impressions - Building SOPs for service delivery ## How It Works Ask the user for: 1. **Business type** (agency, SaaS, consulting, managed services, etc.) 2. **Service being delivered** (what the client is buying) 3. **Client size** (SMB, mid-market, enterprise) 4. **Timeline** (typical onboarding duration) Then generate a structured checklist with these sections: ### Phase 1: Pre-Onboarding (Before Day 1) - [ ] Contract signed and payment confirmed - [ ] Internal team assigned (account manager, technical lead) - [ ] Client welcome email sent with expectations doc - [ ] Access credentials requested (systems, tools, platforms) - [ ] Kick-off meeting scheduled - [ ] Internal briefing on client goals, constraints, stakeholders ### Phase 2: Kick-Off (Day 1-3) - [ ] Kick-off call completed — goals, timeline, success metrics aligned - [ ] Key stakeholders identified and contact info logged - [ ] Communication cadence agreed (weekly calls, Slack, email) - [ ] Project plan / roadmap shared - [ ] Quick win identified and committed to (deliver within first week) - [ ] Client added to project management tool ### Phase 3: Setup & Configuration (Week 1) - [ ] Technical setup / environment provisioning complete - [ ] Integrations connected and tested - [ ] Data migration or import completed (if applicable) - [ ] Client-facing dashboard or reporting set up - [ ] First deliverable / quick win shipped - [ ] Client confirmation: "We see value already" ### Phase 4: Stabilization (Week 2-4) - [ ] First weekly check-in completed - [ ] Feedback collected and actioned - [ ] Documentation / runbook delivered to client - [ ] Training session completed (...
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