Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
免费在 GitHub 公开
customer-onboarding-plan
Build an onboarding plan tied to the customer's stated outcome, with owners, evidence, risks, and clear completion checks.
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查看安装方法包含的文件（1）
- SKILL.md1.3 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
Customer onboarding plan
Use this for a new customer or a stalled onboarding.
Start from the outcome
Record the outcome in the customer's words, sponsor, day-to-day owner, users, systems, constraints, target date, and source. Ask for any missing security, data, training, or procurement step instead of assuming it is complete.
Build milestones
For each milestone state the owner, due date, dependency, action, completion evidence, and risk. Cover access, data readiness, configuration, first use, training, adoption check, and handoff only when they apply. A meeting is not a milestone unless it produces a named decision or artifact.
Track status
Use not started, in progress, blocked, or done. Mark a step done only from its completion evidence. Give the next action and owner for every blocked item. Show any date that comes from the user separately from an estimated date.
Do not promise launch or adoption. Draft customer updates for approval and do not send them.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Write ad variants that each test one idea, within platform limits and supported claims.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新