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.
How do I install this agent skill?
npx skills add https://github.com/onewave-ai/claude-skills --skill onboarding-checklistIs this agent skill safe to install?
- Gen Agent Trust Hubpass
The skill is a document generator for client onboarding and is safe for its intended purpose. However, it lacks sanitization or boundary markers for the user-provided data it processes, which presents a standard surface for indirect prompt injection.
- Socketpass
No alerts
- Snykpass
Risk: LOW · No issues
What does this agent skill do?
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
Gather these before generating. If any are missing, ask for them explicitly:
- Client Type: Industry, company size, maturity (e.g., "Series B fintech startup").
- Services Purchased: Exact scope of work or product tiers.
- Team Size: Number of people on both provider and client sides.
- Tech Stack: Relevant technologies, platforms, tools, integrations.
- Timeline: Total onboarding duration and any hard deadlines.
Workflow
- Collect all five required inputs from the user.
- Classify the engagement type (Consulting, SaaS, or Agency) using
references/engagement-types.md. This classification drives the structure and tone of the entire checklist. - Select and customize tasks from
references/task-banks.md, adapting language, deadlines, and owners to the specific engagement. Reflect tech-stack items in relevant tasks. - Apply timeline scaling rules from
references/scaling-and-pitfalls.mdbased on the specified duration. - Apply team-size scaling rules from
references/scaling-and-pitfalls.mdbased on team composition. - Generate all five email templates with full body content per
references/email-templates.md. - Compile the complete
onboarding-checklist.mdfollowingreferences/output-template.md. Apply the per-type adaptations inreferences/engagement-types.md. - Verify the result against the quality checklist and common pitfalls in
references/scaling-and-pitfalls.md. - Write the file to the current working directory using the Write tool.
- Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).
How can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/onewave-ai/claude-skills/onboarding-checklist">View onboarding-checklist on skillZs</a>