client-onboard-pipeline
CommunityAutomate end-to-end client onboarding at scale.
Authorscanbott
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Automates end-to-end client onboarding from Stripe payments to fulfillment planning, consolidating data from sales calls, brand intake forms, and communications into a single, repeatable workflow.
Core Features & Use Cases
- Gather and consolidate client intel from sales calls, intake forms, and payment data to build a unified client profile.
- Create or update the client record in Supabase, including a structured notes field with pain points, objections, and call summaries.
- Automate post-sale communications and setup: Discord channels, welcome email, and a generated Month 1 fulfillment plan for rapid, consistent delivery.
Quick Start
Run the onboard-client.py script with the client email and optional name and amount to initiate the full onboarding workflow.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 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: client-onboard-pipeline Download link: https://github.com/scanbott/claude-skills/archive/main.zip#client-onboard-pipeline Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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