Client Onboarding
Skill by 1kalin
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/1kalin/client-onboardingWhat This Skill Does
The Client Onboarding skill by 1kalin is a professional-grade template generator designed to standardize and elevate your client engagement process. Instead of managing fragmented onboarding steps, this agent generates a bespoke, structured markdown checklist tailored to your specific business model. It intelligently maps project milestones across five critical phases: Pre-Onboarding, Kick-Off, Setup, Stabilization, and Transition. By inputting your business type, service, client scale, and timeline, the agent adapts its language and tactical recommendations—ensuring a SaaS onboarding feels distinctly different from a high-touch agency or consulting engagement.
Installation
To install this skill, use the following command in your terminal:
clawhub install openclaw/skills/skills/1kalin/client-onboarding
Use Cases
- Agencies: Standardizing the handoff between sales and creative teams to ensure brand assets and approval flows are captured early.
- SaaS Companies: streamlining the 'time-to-value' metric by automating the technical configuration steps required for new user adoption.
- Consultants: Ensuring comprehensive stakeholder mapping and scope alignment to prevent scope creep during the initial discovery phase.
- Managed Services: Formalizing SLA documentation and escalation procedures to guarantee compliance and operational stability.
Example Prompts
- "I run a boutique digital marketing agency. We are onboarding a mid-market e-commerce client for a 4-week SEO project. Generate a checklist."
- "Help me create an onboarding roadmap for a B2B SaaS platform. Our onboarding usually takes 2 weeks and focuses on API integration for enterprise clients."
- "I'm a management consultant. I need a kickoff checklist for a 3-month strategy project with an SMB client that covers stakeholder identification and deliverables."
Tips & Limitations
- Specificity Matters: The more context you provide about your industry, the more relevant the 'quick win' suggestions will be.
- Customization: Use the generated output as a base. If your team uses specific tools like Asana or Jira, mention them in your prompt so the agent can reference them within the checklist steps.
- Limitation: This skill does not automatically integrate with your CRM. You must copy the generated markdown into your existing project management tools manually to execute the tasks.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-1kalin-client-onboarding": {
"enabled": true,
"auto_update": true
}
}
}