{"skill":{"slug":"client-onboarding-automation","displayName":"Client Onboarding Automation","summary":"Automate client onboarding by processing intake forms, collecting documents, sending welcome emails, creating CRM records, assigning tasks, and sending follo...","description":"# Client Onboarding Automation Skill\n\nAutomate client onboarding workflows: intake forms, document collection, welcome sequences, and CRM setup.\n\n## What This Skill Does\n\nStreamlines new client onboarding by automating:\n1. **Intake form processing** — Parse form submissions, extract key data\n2. **Document collection** — Auto-request and track required documents\n3. **Welcome email sequences** — Send personalized onboarding emails via Resend/SendGrid\n4. **CRM record creation** — Auto-create client records with all collected data\n5. **Task assignment** — Create onboarding checklists and assign team tasks\n6. **Follow-up reminders** — Auto-nudge clients who haven't submitted docs\n\n## Configuration\n\n```json\n{\n  \"email_provider\": \"resend\",\n  \"crm\": \"google_sheets\",\n  \"intake_fields\": [\"name\", \"email\", \"phone\", \"company\", \"service_needed\"],\n  \"required_docs\": [\"ID\", \"contract\", \"payment_info\"],\n  \"welcome_sequence\": [\n    { \"delay_hours\": 0, \"template\": \"welcome\" },\n    { \"delay_hours\": 24, \"template\": \"getting_started\" },\n    { \"delay_hours\": 72, \"template\": \"check_in\" }\n  ]\n}\n```\n\n## Email Templates\n\n### Welcome Email\n```\nSubject: Welcome to {company_name}! Here's what's next\n\nHi {client_name},\n\nWelcome aboard! We're excited to work with you.\n\nHere's your onboarding checklist:\n1. ✅ Sign up (done!)\n2. 📋 Upload required documents: {doc_list}\n3. 📞 Schedule your kickoff call: {calendar_link}\n\nQuestions? Reply to this email anytime.\n\nBest,\n{team_name}\n```\n\n### Document Reminder\n```\nSubject: Quick reminder: We still need {missing_docs}\n\nHi {client_name},\n\nJust a friendly nudge — we're still waiting on:\n{missing_doc_list}\n\nUpload here: {upload_link}\n\nThis helps us get started faster on your {service_type}.\n\nThanks!\n{team_name}\n```\n\n## Workflow\n\n```\nNew Client Signs Up\n    ↓\nParse Intake Data → Create CRM Record\n    ↓\nSend Welcome Email (immediate)\n    ↓\nCheck for Required Documents (daily)\n    ├── All docs received → Send \"All set!\" email → Assign to team\n    └── Missing docs → Send reminder (day 1, 3, 7)\n    ↓\nSchedule Kickoff Call\n    ↓\nOnboarding Complete → Move to Active Client status\n```\n\n## Use Cases\n- **Service businesses** — Law firms, accounting, consulting\n- **SaaS companies** — New user activation flows\n- **Agencies** — Client intake and project kickoff\n- **Healthcare** — Patient intake and insurance verification\n- **Real estate** — Buyer/seller onboarding with doc collection\n\n## Requirements\n- Email provider API key (Resend recommended)\n- Google Sheets or CRM access for record keeping\n- Calendar link for scheduling (Calendly, Cal.com, etc.)\n","tags":{"latest":"1.0.0"},"stats":{"comments":0,"downloads":807,"installsAllTime":30,"installsCurrent":0,"stars":0,"versions":1},"createdAt":1773416101951,"updatedAt":1779078100558},"latestVersion":{"version":"1.0.0","createdAt":1773416101951,"changelog":"Client Onboarding Automation Skill 1.0.0 — Initial Release\n\n- Automates end-to-end client onboarding: intake forms, document collection, welcome emails, CRM creation, task assignment, and follow-ups\n- Supports custom workflows via configuration (email provider, CRM, intake fields, required documents)\n- Includes sample email templates for welcome messages and document reminders\n- Integrates with Resend/SendGrid for emailing and Google Sheets for CRM\n- Designed for service providers, SaaS companies, agencies, healthcare, and real estate offices","license":"MIT-0"},"metadata":null,"owner":{"handle":"merjua14","userId":"s178qhds19cj9am78ap5wp4fdh884j46","displayName":"merjua14","image":"https://avatars.githubusercontent.com/u/40038194?v=4"},"moderation":{"isSuspicious":false,"isMalwareBlocked":false,"verdict":"clean","reasonCodes":["review.llm_review"],"summary":"Review: review.llm_review","engineVersion":"v2.4.24","updatedAt":1780089872410}}