Build a smooth client-onboarding process that starts projects on the right foot — clear expectations, the info you need, and a professional first impression that prevents problems later. Use when asked to onboard a new client, create an onboarding process, kick off a client project, or client welcome packet. Produces a welcome and kickoff flow, the intake you need to start, expectation-setting on scope/comms/timeline/payment, a kickoff-meeting agenda, and the templates to reuse — so onboarding is consistent, not improvised, and prevents the scope and communication problems that sink projects.
日本語の概要は準備中です。原文の説明を表示しています。
mohitagw15856/pm-claude-skills☆ 1,4412026年10月13日 更新
Design client onboarding processes for insurance. TRIGGERS - Use when user needs help with client-onboarding-insurance related tasks.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 762026年7月12日 更新
Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.
日本語の概要は準備中です。原文の説明を表示しています。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-requirements.
日本語の概要は準備中です。原文の説明を表示しています。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Build a client onboarding pack: kickoff agenda, discovery questions, 30-60-90. "we just signed a new client"
日本語の概要は準備中です。原文の説明を表示しています。
indranilbanerjee/digital-marketing-pro☆ 8772026年10月12日 更新
Uses Agent SDK to deploy 3 parallel agents for client onboarding -- workflow auditor, tech stack mapper, and strategy drafter. Real consulting workflow that produces a complete client assessment.
日本語の概要は準備中です。原文の説明を表示しています。
OneWave-AI/claude-skills☆ 3402026年10月2日 更新
Post-deal new client onboarding workflow. Creates client profile, runs baseline technical audit, generates project plan, sets up communication templates, and updates CRM.
日本語の概要は準備中です。原文の説明を表示しています。
ekatasingh1107/b2b-gtm-skills☆ 22026年4月12日 更新