Individual skill

onboarding-checklist

Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.

onboarding-checklist/SKILL.md

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Last checked: Nov 10, 2026

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Repository stars (not skill ratings): 425
Repository last updated: Oct 20, 2026
License: MIT

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SKILL.mdcore · 2,783 bytes
references/email-templates.mddoc · 3,840 bytes
references/engagement-types.mddoc · 2,567 bytes
references/output-template.mddoc · 4,130 bytes
references/scaling-and-pitfalls.mddoc · 3,309 bytes
references/task-banks.mddoc · 5,940 bytes

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# Onboarding Checklist Generator

Generate a comprehensive, customized client onboarding checklist saved as `onboarding-checklist.md` in the current working directory. The checklist is actionable, phase-structured, and tailored to the specific engagement type.

## Contents

- `references/output-template.md` -- Full output structure: header block, four phases, handoff criteria, formatting rules.
- `references/engagement-types.md` -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines.
- `references/task-banks.md` -- Reference task pools per engagement type and phase.
- `references/email-templates.md` -- The five required email templates, their structure, and content guidelines.
- `references/scaling-and-pitfalls.md` -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist.

## Required Inputs