SMB Client Onboarding

Automated client onboarding workflow for agencies, consultants, and freelancers. From signed contract to activated client in 24 hours — welcome email, docume...

When to use this skill

Activate when the user wants to:

• Track onboarding progress for a new client
• Store client contact info and contract details
• Generate reminder text for stuck onboarding steps (optional LLM)
• See which client onboardings are incomplete

Note: Email, WhatsApp, CRM, Stripe, Trello, Slack, and Calendly integrations are NOT implemented in v1.0. These are planned for v1.1.

Prerequisites

• MINIMAX_API_KEY (optional — only needed for LLM-generated reminder text)
• OpenClaw gateway running

Workflow

1. Add a client onboarding record

bash

clawhub run smb-client-onboarding new \
  --name "Acme Corp" \
  --contact "[e-mail]" \
  --package "Growth Consulting" \
  --contract-value 5000 \
  --start-date 2026-07-01

2. Configure required documents and reminder schedule

bash

clawhub run smb-client-onboarding configure \
  --required-docs "NDA,BriefForm" \
  --reminder-schedule "T+1,T+3,T+7" \
  --escalate-to "[e-mail]"

3. View onboarding status

bash

# All in-progress onboardings
clawhub run smb-client-onboarding status

# Specific client
clawhub run smb-client-onboarding status --client "Acme Corp"

4. Generate reminder text for a stuck step

bash

clawhub run smb-client-onboarding send-reminder --client "Acme Corp" --step "NDA"
# Prints reminder text to stdout — review before sending manually

5. Skip or complete a step

bash

clawhub run smb-client-onboarding skip-step --client "Acme Corp" --step "NDA"

6. Connect integrations (v1.1 — not yet implemented)

bash

# These are planned for v1.1 — currently print setup instructions only
clawhub run smb-client-onboarding connect gmail
clawhub run smb-client-onboarding connect hubspot
clawhub run smb-client-onboarding connect stripe
clawhub run smb-client-onboarding connect slack

Outputs

• Onboarding records: stored at ~/.openclaw/smb-client-onboarding/onboardings.json
• Reminder text: printed to stdout (review before sending — no automated delivery in v1.0)
• Configuration: stored at ~/.openclaw/smb-client-onboarding/config.json

What v1.0 actually does

• ✅ Add and track client onboarding records
• ✅ Store client name, contact email, package, contract value, start date
• ✅ Track which onboarding steps are complete/stuck
• ✅ Configure required documents and reminder schedule
• ✅ LLM-generated reminder text for stuck steps (optional, MINIMAX_API_KEY required)
• ❌ Gmail / Outlook sending — NOT implemented (v1.1)
• ❌ WhatsApp messages — NOT implemented (v1.1)
• ❌ Stripe payment setup — NOT implemented (v1.1)
• ❌ CRM (HubSpot/Pipedrive) integration — NOT implemented (v1.1)
• ❌ Project board (Trello/Asana/Linear) creation — NOT implemented (v1.1)
• ❌ Slack team notifications — NOT implemented (v1.1)
• ❌ Calendly calendar booking — NOT implemented (v1.1)
• ❌ Telegram digest — NOT implemented (v1.1)

Cost expectations

• LLM reminder generation: ~$0.01 per reminder (only when MINIMAX_API_KEY is set)
• OpenClaw: free, self-hosted

Troubleshooting

Want Gmail, WhatsApp, Stripe, CRM integrations?

• These are planned for v1.1. Currently not implemented.

LLM reminder not generating?

• Verify MINIMAX_API_KEY is set in your environment

Connect commands showing instructions but not working?

• Email, WhatsApp, Stripe, CRM, project board, and Slack integrations are v1.1 features.
• v1.0 tracks onboarding status locally only.