skills.rest
reid15halo-ops
reid15halo-opsCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

customer-onboarding

Automates customer onboarding with authentication, a multi-step wizard, questionnaire, tier recommendation, tutorial, and data import from Excel/CSV.

Updated Aug 23, 2026
Search Tags:#onboarding#questionnaire#data import#wizard#tier recommendation#customer setup#user tutorial
One-click install
npx skills add https://github.com/reid15halo-ops/Local-Buisness-automizer --skill customer-onboarding-reid15halo-ops
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: customer-onboarding
Source: https://github.com/reid15halo-ops/Local-Buisness-automizer/tree/main/.skills/customer-onboarding
Command: npx skills add https://github.com/reid15halo-ops/Local-Buisness-automizer --skill customer-onboarding-reid15halo-ops

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates and standardizes the entire process of bringing new customers onto the FreyAI Visions platform, from initial authentication to full system configuration and readiness for service.

Core Features & Use Cases

  • Guided Setup: A multi-step wizard ensures all essential company and contact information is captured accurately.
  • Deep Business Analysis: The comprehensive Fragebogen (questionnaire) gathers detailed insights to tailor the service offering.
  • Automated Tier Recommendation: Based on business needs and responses, the system suggests the optimal service tier (Starter, Professional, Enterprise).
  • Data Import: Seamlessly import existing customer data from Excel or CSV files.
  • Interactive Tutorial: Guides new users through the platform's key features upon first login.
  • Use Case: Onboarding a new German craftsman (Handwerker) involves collecting their business details, understanding their specific needs through a detailed questionnaire, recommending the right software package, and providing a quick tutorial to get them started efficiently.

Quick Start

Guide a new user through the entire customer onboarding process, starting with authentication and ending with a tier recommendation.

Frequently Asked Questions about customer-onboarding

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

FAQPage Schema
How do I automate customer onboarding with a multi-step setup wizard and questionnaire?▼

Automate customer onboarding by using a guided multi-step setup wizard to capture company details, followed by a comprehensive business questionnaire to gather insights and tailor the service offering for new users.

Can I import existing customer data from Excel or CSV files during the onboarding process?▼

Yes, you can import existing customer data from Excel or CSV files during the onboarding process to seamlessly migrate contact and business information into the system without manual data entry.

How does automated tier recommendation work for new customer setup?▼

Automated tier recommendation analyzes responses from the business questionnaire to suggest the optimal service tier, such as Starter, Professional, or Enterprise, based on the specific needs of the customer.

Does the onboarding flow support DSGVO compliance for customer data collection?▼

Yes, the onboarding flow ensures DSGVO compliance throughout the entire customer setup process, securing authentication, data import, and questionnaire responses according to data protection standards.

What is the best way to guide new users through platform features after setup?▼

The best way to guide new users is through an interactive user tutorial that activates upon first login, walking them through key platform features to ensure efficient onboarding and system adoption.

Is this onboarding wizard suitable for setting up German craftsman businesses?▼

Yes, this onboarding wizard is suitable for German craftsman businesses, collecting specific business details and utilizing a detailed questionnaire to recommend the right software package for their needs.

Related Skills

Explore More Software Engineering Skills→
dnsnamdangdnsnamdang

import-excel

Automate Excel data import with file selection, preview, and validation.

Community
Intermediate
oliver-kriskaoliver-kriska
517

phx:intro

Guide users through the Elixir/Phoenix Claude Code plugin's commands and lifecycle.

Community
Basic
OpenSenseNovaOpenSenseNova
4.9k

pie-chart-data-analysis

Analyze Excel or CSV data and generate pie chart reports.

Official
Intermediate
patriotnewsactivismpatriotnewsactivism
1

hello-world

Automate personalized greetings by appending user names and emojis.

Community
Basic