customer-onboarder

Name: customer-onboarder
Availability: InStock
Author: greenmamba29

Automate customer onboarding with CRM provisioning, email sequences, and kickoff scheduling.

Updated Feb 18, 2026

Search Tags:#automation #workflow #onboarding #SaaS #CRM #email marketing #customer success

Ready to run

npx skills add https://github.com/Greenmamba29/skillsdotmd_web --skill customer-onboarder

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: customer-onboarder
Source: https://github.com/Greenmamba29/skillsdotmd_web/tree/main/customer-onboarder
Command: npx skills add https://github.com/Greenmamba29/skillsdotmd_web --skill customer-onboarder

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, PyYAML, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the complex and time-consuming process of onboarding new customers for SaaS and marketplace platforms, ensuring a smooth transition from signup to value realization.

Core Features & Use Cases

End-to-End Automation: Manages account provisioning, welcome emails, checklist creation, call scheduling, and health monitoring.
Customizable Workflows: Adapts onboarding based on customer plan (enterprise, standard, starter) and segment (b2b_buyer, b2b_supplier, smb, enterprise, self_serve).
Use Case: When a new 'Enterprise' customer signs a contract, this Skill automatically provisions their account, sends a tailored welcome sequence, assigns onboarding tasks to both the customer and CSM, schedules a kickoff call, and begins tracking their health score.

Quick Start

Run the onboarding script with your customer and CSM details in a configuration file.

Frequently Asked Questions about customer-onboarder

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

FAQPage Schema

How do I automate customer onboarding for SaaS using CRM integrations?▼

Automate SaaS customer onboarding by using scripts that manage account provisioning via HubSpot or Salesforce integrations, send personalized email sequences, and trigger setup events. This replaces manual onboarding steps with an end-to-end automated workflow.

Can I customize onboarding workflows for different customer segments?▼

Yes, onboarding workflows can be customized based on customer plan types like enterprise, standard, or starter, and segments such as b2b_buyer, smb, or self_serve. This ensures tailored email sequences and task assignments for each group.

Does automated onboarding work with SendGrid for email sequences?▼

Automated onboarding works directly with SendGrid to send personalized welcome email sequences. It connects your CRM triggered events to SendGrid, delivering tailored communications based on the specific customer plan and segment.

How do I schedule kickoff calls and generate checklists during onboarding?▼

Schedule kickoff calls and generate dynamic checklists during onboarding by integrating Calendly or Cal.com links. The automation assigns tasks to both the customer and CSM while simultaneously booking the required kickoff meetings.

What is the best way to monitor customer health and trigger escalation alerts?▼

Monitor ongoing customer health and trigger escalation alerts by configuring the automation to track progress after kickoff. It continuously evaluates customer setup completion and automatically notifies teams if health scores drop.

Do I need a configuration file to start the customer onboarding automation?▼

Yes, you need a configuration file containing your customer and CSM details to start the onboarding automation. Providing this structured input allows the script to execute the end-to-end workflow accurately.