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 via CLI (Recommended)
clawhub install openclaw/skills/skills/1477009639zw-blip/beta-client-onboardingClient 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
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-1477009639zw-blip-beta-client-onboarding": {
"enabled": true,
"auto_update": true
}
}
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