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Skills beta-client-onboarding

Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.

install
source · Clone the upstream repo
git clone https://github.com/openclaw/skills
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/openclaw/skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/1477009639zw-blip/beta-client-onboarding" ~/.claude/skills/clawdbot-skills-beta-client-onboarding && rm -rf "$T"
manifest: skills/1477009639zw-blip/beta-client-onboarding/SKILL.md
source content

Client Onboarding Skill

Overview

Handles the complete client onboarding process for Beta AI Agent.

Features

  • Welcome email sequences
  • Document collection tracking
  • Intake form management
  • Kickoff scheduling
  • Progress tracking for multiple tracks
  • Stalled account reminders

Usage

Activated automatically when a new client engagement begins.

Requirements

  • Python 3
  • Email integration
  • Calendar access