beta-client-onboarding
Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.
Best use case
beta-client-onboarding is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.
Teams using beta-client-onboarding should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/beta-client-onboarding/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How beta-client-onboarding Compares
| Feature / Agent | beta-client-onboarding | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
Related Guides
AI Agents for Freelancers
Browse AI agent skills for freelancers handling client research, proposals, outreach, delivery systems, documentation, and repeatable admin work.
Best AI Skills for Claude
Explore the best AI skills for Claude and Claude Code across coding, research, workflow automation, documentation, and agent operations.
ChatGPT vs Claude for Agent Skills
Compare ChatGPT and Claude for AI agent skills across coding, writing, research, and reusable workflow execution.
SKILL.md Source
# Client Onboarding Skill ## Overview Handles the complete client onboarding process for Beta AI Agent. ## Features - Welcome email sequences - Document collection tracking - Intake form management - Kickoff scheduling - Progress tracking for multiple tracks - Stalled account reminders ## Usage Activated automatically when a new client engagement begins. ## Requirements - Python 3 - Email integration - Calendar access
Related Skills
Customer Onboarding
Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.
Employee Onboarding Generator
Build a structured 90-day onboarding plan for any role. Covers pre-boarding, Day 1, Week 1, 30/60/90-day milestones, buddy assignments, and success metrics.
Client Success & Revenue Expansion — The Complete Retention Operating System
Turn clients into long-term revenue engines. This isn't advice — it's a complete operating system with scoring models, templates, playbooks, and automation patterns that work for any B2B or B2C subscription business.
architecture-paradigm-client-server
Client-server architecture for web/mobile apps with centralized services and API design
Client Proposal Generator Lite
Free version — generate a proposal executive summary and scope outline from a project brief.
Beta Knowledge Base
> Beta's accumulated knowledge, research, and learnings.
beta-agent-memory
Long-term memory systems for AI agents. Implements vector memory, entity tracking, conversation summarization, and persistent context across sessions.
PsyClaw Onboarding
你现在的唯一目标是完成 PsyClaw 入驻主线。
Skill: Gmail Auto-Reply for Client
## Purpose
client-flow
Automated client onboarding and project lifecycle management. From a single message, creates Google Drive/Dropbox project folder structure, generates project brief, sends templated welcome email, schedules kickoff meeting on Google Calendar, sets up task board in Todoist/ClickUp/Linear/Asana/Notion, configures follow-up reminders, and maintains a master client registry with status tracking. Use this skill for: new client onboarding, project setup, client intake, welcome email, kickoff meeting scheduling, project kickoff, client management, project status dashboard, "new client [name]", "onboard [company]", "set up a project for [client]", "how are my projects doing", client portfolio overview, project lifecycle tracking, client communication templates, progress update emails, project closure workflow, freelancer project management, agency client management, or any request involving setting up and tracking client projects. One message replaces 30 minutes of manual setup across email, calendar, file storage, and task management tools.
Onboarding CRO Skill
## Trigger
codebase-onboarding
Codebase Onboarding