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onboarding-checklist

Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.

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Run score Not tested

See how to install

Files included (6)

  • SKILL.md2.7 KB
  • references/email-templates.md3.8 KB
  • references/engagement-types.md2.5 KB
  • references/output-template.md4.0 KB
  • references/scaling-and-pitfalls.md3.2 KB
  • references/task-banks.md5.8 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

Onboarding Checklist Generator

Generate a comprehensive, customized client onboarding checklist saved as onboarding-checklist.md in the current working directory. The checklist is actionable, phase-structured, and tailored to the specific engagement type.

Contents

  • references/output-template.md -- Full output structure: header block, four phases, handoff criteria, formatting rules.
  • references/engagement-types.md -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines.
  • references/task-banks.md -- Reference task pools per engagement type and phase.
  • references/email-templates.md -- The five required email templates, their structure, and content guidelines.
  • references/scaling-and-pitfalls.md -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist.

Required Inputs

Gather these before generating. If any are missing, ask for them explicitly:

  1. Client Type: Industry, company size, maturity (e.g., "Series B fintech startup").
  2. Services Purchased: Exact scope of work or product tiers.
  3. Team Size: Number of people on both provider and client sides.
  4. Tech Stack: Relevant technologies, platforms, tools, integrations.
  5. Timeline: Total onboarding duration and any hard deadlines.

Workflow

  1. Collect all five required inputs from the user.
  2. Classify the engagement type (Consulting, SaaS, or Agency) using references/engagement-types.md. This classification drives the structure and tone of the entire checklist.
  3. Select and customize tasks from references/task-banks.md, adapting language, deadlines, and owners to the specific engagement. Reflect tech-stack items in relevant tasks.
  4. Apply timeline scaling rules from references/scaling-and-pitfalls.md based on the specified duration.
  5. Apply team-size scaling rules from references/scaling-and-pitfalls.md based on team composition.
  6. Generate all five email templates with full body content per references/email-templates.md.
  7. Compile the complete onboarding-checklist.md following references/output-template.md. Apply the per-type adaptations in references/engagement-types.md.
  8. Verify the result against the quality checklist and common pitfalls in references/scaling-and-pitfalls.md.
  9. Write the file to the current working directory using the Write tool.
  10. Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).

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