client-onboarding-designer
OfficialOnboarding that speeds value and activation.
Marketing & Sales#onboarding#activation#time-to-value#ica#onboarding-design#client-success#futureproof
AuthorPeter-Swain-Inc
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Onboarding programs for professional services and SaaS engagements are often slow to value, with misaligned expectations, ambiguous milestones, and high churn in the first 30 days. This Skill designs a repeatable onboarding system that compresses time-to-value, strengthens activation, and reduces early-stage churn by providing structured processes, artifacts, and playbooks that can be tailored per client.
Core Features & Use Cases
- Phased onboarding architecture using the ACTIVATE framework (Acknowledge, Collect, Train, Initiate, Validate, Accelerate, Track, Evaluate) to drive momentum from purchase to handoff.
- Ready-to-use collateral templates (Welcome Guide, Intake Form, Kickoff Deck, Milestone Tracker) and a centralized client hub to align teams and clients.
- Use Case: An agency onboarding a new retainer client or a SaaS customer onto a managed onboarding program, delivering the first meaningful win within the first 3–7 days.
Quick Start
Provide the client context and ICA details to auto-generate a structured onboarding plan.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
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Please help me install this Skill: Name: client-onboarding-designer Download link: https://github.com/Peter-Swain-Inc/futureproof-skills/archive/main.zip#client-onboarding-designer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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