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Install in OpenClaw
/install customer-onboarding
Description
Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.
README (SKILL.md)
Customer Onboarding
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.
Usage Guidance
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.
Capability Analysis
Type: OpenClaw Skill
Name: customer-onboarding
Version: 1.0.0
The skill bundle is benign. All files align with the stated purpose of a 'Customer Onboarding' tool, focusing on generating checklists, email sequences, and meeting agendas. The `SKILL.md` file contains no prompt injection attempts to coerce the agent into malicious actions, and there is no executable code or instructions for data exfiltration, persistence, or unauthorized operations. The `README.md` includes a marketing link to an external resource, but this is not an instruction for the agent and does not indicate malicious intent.
Capability Assessment
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.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install customer-onboarding - After installation, invoke the skill by name or use
/customer-onboarding - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of Customer Onboarding skill.
- Generate customized onboarding checklists with key milestones and deadlines.
- Draft ready-to-send welcome email sequences for new clients.
- Provide structured kickoff meeting agendas.
- Define and track onboarding success metrics.
- Detect and flag common onboarding risks.
- Assign ownership and responsibilities for each step.
Metadata
Frequently Asked Questions
What is Customer Onboarding?
Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days. It is an AI Agent Skill for Claude Code / OpenClaw, with 1101 downloads so far.
How do I install Customer Onboarding?
Run "/install customer-onboarding" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Customer Onboarding free?
Yes, Customer Onboarding is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Customer Onboarding support?
Customer Onboarding is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Customer Onboarding?
It is built and maintained by 1kalin (@1kalin); the current version is v1.0.0.
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