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.

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