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Onboarding checklist

Skill bg-szy/TOP-SKILLS/skills/claude-skills/onboarding-checklist

全球最大的 Claude Code 技能聚合库 · 收录 3900+ 来自 12+ 来源的技能，提供在线搜索与趋势分析看板 / The world's largest Claude Code skill aggregation hub — 3900+ skills from 12+ sources with online search and trend dashboard

Install
npx -y skills add bg-szy/TOP-SKILLS --skill onboarding-checklist

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  • 4 stars4 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

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

SKILL.md

2.7 KB, as published. Nobody here has run it

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).

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.