Beta Client Onboarding
/install beta-client-onboarding
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
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install beta-client-onboarding - After installation, invoke the skill by name or use
/beta-client-onboarding - Provide required inputs per the skill's parameter spec and get structured output
What is Beta Client Onboarding?
Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple trac... It is an AI Agent Skill for Claude Code / OpenClaw, with 102 downloads so far.
How do I install Beta Client Onboarding?
Run "/install beta-client-onboarding" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Beta Client Onboarding free?
Yes, Beta Client Onboarding is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Beta Client Onboarding support?
Beta Client Onboarding is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Beta Client Onboarding?
It is built and maintained by 1477009639zw-blip (@1477009639zw-blip); the current version is v1.0.0.