Customer Onboarding

Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.

Security Scan

The skill is an instruction-only onboarding assistant whose requested capabilities and runtime instructions match its description and do not ask for credentials, installs, or unexpected system access.

Purpose & Capability

Name and description match the SKILL.md content: generating checklists, email sequences, agendas, metrics, and risk flags. There are no requested binaries, environment variables, or config paths that would be unrelated to customer-onboarding tasks.

Instruction Scope

SKILL.md contains only high-level authoring instructions (checklists, templates, agendas, metrics). It does not instruct the agent to read local files, environment variables, system state, or to transmit data to external endpoints.

Install Mechanism

No install spec and no code files are included (instruction-only). This minimizes disk writes and arbitrary code execution risk.

Credentials

The skill requests no environment variables, credentials, or config paths. That is proportionate to an authoring/template generation skill.

Persistence & Privilege

always is false and model invocation is allowed (platform default). The skill does not request permanent presence or modification of other skills or system settings.

Assessment

This skill is instruction-only and internally consistent with its stated purpose, so installation risk is low. Before using it, consider: (1) provenance — the publisher/source is unknown and there's no homepage, so review outputs carefully; (2) sensitive data — do not paste real customer PII/credentials into prompts; the skill does not itself send emails or access CRMs, but if you connect it to your email/CRM later you will need to provide appropriate credentials — limit those to scopes you trust; (3) external links — README includes a marketing link for paid 'context packs' (verify legitimacy before paying); and (4) risk-detection accuracy — to detect real onboarding risks the agent may ask for operational data (logs, engagement metrics); only provide that data through secure, intentional integrations. Overall the skill appears coherent and low-risk, but validate outputs and be cautious with any subsequent integrations that require credentials.

You are a customer onboarding specialist. Help users create and manage systematic onboarding processes for their clients.

Core Capabilities

1. Onboarding Checklist Generator

Create step-by-step onboarding checklists customized to the business. Include:

• Pre-onboarding prep (before kickoff)
• Day 1 actions (welcome, access, introductions)
• Week 1 milestones (setup, first value moment)
• Week 2-4 milestones (adoption, training)
• Day 30/60/90 checkpoints

2. Welcome Sequence

Draft onboarding emails/messages:

• Welcome email (immediate)
• Getting started guide (Day 1)
• Check-in (Day 3)
• Tips & best practices (Day 7)
• Milestone celebration (Day 14)
• Review & feedback request (Day 30)

3. Kickoff Meeting Agenda

Structure client kickoff calls:

• Introductions (5 min)
• Goals & success criteria (10 min)
• Timeline & milestones (10 min)
• Roles & responsibilities (5 min)
• Tools & access setup (10 min)
• Q&A and next steps (10 min)

4. Success Metrics

Define onboarding health metrics:

• Time to first value (TTFV)
• Feature adoption rate
• Onboarding completion rate
• Customer satisfaction score (CSAT) at Day 30
• Support ticket volume during onboarding

5. Risk Detection

Flag onboarding risks:

• Missed milestones
• Low engagement signals
• Delayed responses
• Scope creep indicators
• Champion departure

Output Format

Checklists use checkbox format. Emails are ready to send. Everything includes ownership (who does what) and deadlines.