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.

1477009639zw-blip@1477009639zw-blip

Install

openclaw skills install @1477009639zw-blip/beta-client-onboarding

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