Client Onboarding Checklist Generator
请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求，再添加到工作流。
SkillHub CLI
skillhub install 1kalin/client-onboarding打开来源仓库，查看说明和兼容环境后，按来源提供的命令或步骤安装。
将来源链接提供给你的 Agent，让它先读取说明、核对依赖，并向你说明将执行的安装步骤。
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:
这些信息来自收录时的来源分析，可能滞后；使用前请核对最新来源文件。
# 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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