asset-collection-follower
OfficialAutomate client onboarding and asset checklist follow-ups.
Authorventurecrane
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the process of drafting new-client onboarding asset checklists and chasing emails, reducing the time spent on manual follow-ups and ensuring a smooth onboarding process.
Core Features & Use Cases
- Automated Checklist Drafting: Drafts the onboarding asset checklist email upon new-client invoice issuance.
- Follow-Up Emails: Sends follow-up emails at 48h, 96h, and 7d intervals to ensure checklist items are received.
- Internal Logging: Logs progress to a per-client tracking note, maintaining a record of the onboarding process.
- Use Case: For an agency, this Skill can help streamline the onboarding process for new clients by automating the checklist drafting and follow-up emails, ensuring that all necessary assets are collected in a timely manner.
Quick Start
Use the asset-collection-follower skill to initiate the onboarding process for a new client 'Acme Co'.
Dependency Matrix
Required Modules
gmailgoogle_driveslackquickbooks
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: asset-collection-follower Download link: https://github.com/venturecrane/ss-console/archive/main.zip#asset-collection-follower Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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