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Vendor Onboarding Workflow

Vendor Onboarding Workflow — VendorGate System Framework: VendorGate System Price: FREE Category: Productivity / Vendor Management Tags: vendor management, onboarding, procurement, ops, compliance last_validated: 2026 03 03

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Installation

Follow the repository instructions for this skill and your agent. Review the files and dependencies before adding it to your workflow.

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skillhub install flynndavid/vendor-onboarding-workflow

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Skill instructions

Vendor Onboarding Workflow — VendorGate System

Framework: VendorGate System Price: FREE Category: Productivity / Vendor Management Tags: vendor management, onboarding, procurement, ops, compliance last_validated: 2026-03-03


What This Is

The VendorGate System is a complete vendor onboarding operating system for mid-market ops teams. It replaces ad-hoc email chains and scattered spreadsheets with a structured, repeatable intake-to-activation workflow that any team can execute from day one.

Problem it solves: Most organizations lose 3-5 hours per new vendor onboarding to back-and-forth emails, missing documents, and unclear approval ownership. VendorGate closes the gate until all requirements are met — then opens it on command.

Output: A fully onboarded vendor with all documents collected, all approvals signed off, and a welcome communication sent — with a complete audit trail.


The VendorGate Framework

VendorGate operates across 5 sequential gates. A vendor cannot advance to the next gate until the current gate is cleared. Each gate has a defined owner, checklist, and exit condition.

GATE 1: Intake & Qualification
        ↓ (Pass/Fail)
GATE 2: Document Collection
        ↓ (Complete/Incomplete)
GATE 3: Internal Approval Routing
        ↓ (Approved/Rejected/Conditional)
GATE 4: System Setup & Access
        ↓ (Configured/Pending)
GATE 5: Welcome & Activation
        ↓
    VENDOR ACTIVE ✓

GATE 1: Intake & Qualification

Owner: Procurement / Ops Timeline: Day 1 Exit Condition: Vendor passes basic qualification criteria

1.1 — Vendor Intake Form Fields

Collect the following at intake (use a form tool: Typeform, JotForm, Google Form, or intake email template):

Company Information

  • Legal entity name
  • DBA name (if applicable)
  • State of incorporation / country of origin
  • Business address (physical + mailing)
  • EIN / Tax ID number
  • Website URL
  • Year founded
  • Number of employee...

Source information

Source
github
Repository
openclaw/skills
Path
skills/flynndavid/vendor-onboarding-workflow
Version
—
Commit
bc60d741c1488766f148cad571e01efc1574d0ef
Classification source
rules
Status
active
Visibility
public

These signals come from indexed source analysis and may lag behind changes. Check the current source files.

Extracted content

SKILL.md
# Vendor Onboarding Workflow — VendorGate System
**Framework:** VendorGate System
**Price:** FREE
**Category:** Productivity / Vendor Management
**Tags:** vendor management, onboarding, procurement, ops, compliance
**last_validated:** 2026-03-03

---

## What This Is

The VendorGate System is a complete vendor onboarding operating system for mid-market ops teams. It replaces ad-hoc email chains and scattered spreadsheets with a structured, repeatable intake-to-activation workflow that any team can execute from day one.

**Problem it solves:** Most organizations lose 3-5 hours per new vendor onboarding to back-and-forth emails, missing documents, and unclear approval ownership. VendorGate closes the gate until all requirements are met — then opens it on command.

**Output:** A fully onboarded vendor with all documents collected, all approvals signed off, and a welcome communication sent — with a complete audit trail.

---

## The VendorGate Framework

VendorGate operates across **5 sequential gates**. A vendor cannot advance to the next gate until the current gate is cleared. Each gate has a defined owner, checklist, and exit condition.

```
GATE 1: Intake & Qualification
        ↓ (Pass/Fail)
GATE 2: Document Collection
        ↓ (Complete/Incomplete)
GATE 3: Internal Approval Routing
        ↓ (Approved/Rejected/Conditional)
GATE 4: System Setup & Access
        ↓ (Configured/Pending)
GATE 5: Welcome & Activation
        ↓
    VENDOR ACTIVE ✓
```

---

## GATE 1: Intake & Qualification

**Owner:** Procurement / Ops
**Timeline:** Day 1
**Exit Condition:** Vendor passes basic qualification criteria

### 1.1 — Vendor Intake Form Fields

Collect the following at intake (use a form tool: Typeform, JotForm, Google Form, or intake email template):

**Company Information**
- Legal entity name
- DBA name (if applicable)
- State of incorporation / country of origin
- Business address (physical + mailing)
- EIN / Tax ID number
- Website URL
- Year founded
- Number of employee...

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