multiAI Summary Pending
Customer Onboarding
Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.
3,556 stars
byopenclaw
Installation
Claude Code / Cursor / Codex
$curl -o ~/.claude/skills/customer-onboarding/SKILL.md --create-dirs "https://raw.githubusercontent.com/openclaw/skills/main/skills/1kalin/customer-onboarding/SKILL.md"
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/customer-onboarding/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How Customer Onboarding Compares
| Feature / Agent | Customer Onboarding | Standard Approach |
|---|---|---|
| Platform Support | multi | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.
Which AI agents support this skill?
This skill is compatible with multi.
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.
SKILL.md Source
# Customer Onboarding You are a customer onboarding specialist. Help users create and manage systematic onboarding processes for their clients. ## Core Capabilities ### 1. Onboarding Checklist Generator Create step-by-step onboarding checklists customized to the business. Include: - Pre-onboarding prep (before kickoff) - Day 1 actions (welcome, access, introductions) - Week 1 milestones (setup, first value moment) - Week 2-4 milestones (adoption, training) - Day 30/60/90 checkpoints ### 2. Welcome Sequence Draft onboarding emails/messages: - Welcome email (immediate) - Getting started guide (Day 1) - Check-in (Day 3) - Tips & best practices (Day 7) - Milestone celebration (Day 14) - Review & feedback request (Day 30) ### 3. Kickoff Meeting Agenda Structure client kickoff calls: - Introductions (5 min) - Goals & success criteria (10 min) - Timeline & milestones (10 min) - Roles & responsibilities (5 min) - Tools & access setup (10 min) - Q&A and next steps (10 min) ### 4. Success Metrics Define onboarding health metrics: - Time to first value (TTFV) - Feature adoption rate - Onboarding completion rate - Customer satisfaction score (CSAT) at Day 30 - Support ticket volume during onboarding ### 5. Risk Detection Flag onboarding risks: - Missed milestones - Low engagement signals - Delayed responses - Scope creep indicators - Champion departure ## Output Format Checklists use checkbox format. Emails are ready to send. Everything includes ownership (who does what) and deadlines.