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client-onboarding

Automate client onboarding workflows with Notion dashboards and Fillout questionnaires.

Updated Aug 27, 2026
Search Tags:#automation#workflow#checklist#onboarding#notion#client
One-click install
npx skills add https://github.com/selossebdc-cell/claude-code --skill client-onboarding-selossebdc-cell
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-onboarding
Source: https://github.com/selossebdc-cell/claude-code/tree/main/archive/CLAUDE-Old-2026-04-26/client-onboarding
Command: npx skills add https://github.com/selossebdc-cell/claude-code --skill client-onboarding-selossebdc-cell

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Cette skill automatise l'onboarding end-to-end d'un nouveau client CS Business, évitant les échanges manuels répétitifs et garantissant que les CGV, la facturation et l'espace client soient mis en place correctement.

Core Features & Use Cases

  • Collecte des informations du client et validation des CGV et du devis.
  • Création et personnalisation d'un dashboard Notion prêt à l'emploi.
  • Envoi du kit de démarrage et suivi des étapes ( questionnaire Fillout, réservation de Session #1, relances douces ).

Quick Start

Collectez les informations du client, validez les CGV, créez le dashboard Notion et envoyez le kit de démarrage selon la checklist.

Frequently Asked Questions about client-onboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate client onboarding workflows in Notion?▼

To automate client onboarding in Notion, this workflow applies structured templates and validation checks to collect client info, prepare dashboards, send starter kits, and align contracts end-to-end.

What steps are needed to set up a Notion dashboard for a new client?▼

Setting up a Notion dashboard for a new client involves collecting their information, validating the quote and terms, creating the dashboard from a template, and sending a starter kit with a Fillout questionnaire.

Does this onboarding workflow work with Fillout questionnaires?▼

Yes, this onboarding workflow works with Fillout by sending a Fillout questionnaire to the client, tracking its completion, booking an initial session, and sending gentle reminders as needed.

What is the best way to align contracts and payments during client onboarding?▼

The best way to align contracts and payments during client onboarding is to apply an automated checklist that validates terms and conditions, prepares the client space, and ensures correct billing setup.

Can I use this automated checklist for recurring client onboarding?▼

Yes, you can use this automated checklist for recurring client onboarding because it relies on structured templates, a Notion dashboard, and defined validation steps to repeat the process accurately.

Why do I need structured templates for client onboarding automation?▼

You need structured templates for client onboarding automation because the workflow requires predefined steps and validation checks to correctly prepare dashboards, contracts, and starter kits without manual errors.

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