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.
What this skill does
# 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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