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first-week-guide

Guide HVAC and plumbing distributors through a structured first-week onboarding workflow.

Updated Apr 25, 2026
Search Tags:#onboarding#progress tracking#workflow guidance#inventory analysis#qbr prep#vendor email#ar triage
One-click install
npx skills add https://github.com/tenexity/cowork-distributor-plugins --skill first-week-guide
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: first-week-guide
Source: https://github.com/tenexity/cowork-distributor-plugins/tree/main/plugins/tenexity-setup-team-hvac-plumbing/skills/first-week-guide
Command: npx skills add https://github.com/tenexity/cowork-distributor-plugins --skill first-week-guide

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill gives HVAC and plumbing distributors a guided first week in CoWork, turning setup time into real vendor, finance, sales, inventory, and QBR work.

Core Features & Use Cases

  • Role-based day selection so users start with the tasks that fit their job.
  • Five guided workflows: vendor email, AR aging triage, customer quote, dead-stock analysis, and top-account QBR prep.
  • Persistent progress tracking and saved project outputs so the user can stop and resume later without losing context.

Quick Start

Say "first week guide" and let the skill read your role, suggest the right days, and walk you through the first task.

Frequently Asked Questions about first-week-guide

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

FAQPage Schema
How do I structure a first-week onboarding workflow for HVAC and plumbing distributors?▼

A first-week onboarding workflow for HVAC and plumbing distributors structures role-based tasks across vendor communication, AR triage, customer quoting, slow-mover inventory analysis, and top-account QBR prep into guided daily outputs.

Can I resume an onboarding workflow session later without losing my saved outputs?▼

Yes, you can resume an onboarding workflow session later without losing saved outputs because the system uses persistent progress tracking and project records to preserve context across stops and starts.

Do I need ERP exports and account files to perform AR triage and dead-stock analysis?▼

Yes, AR triage and dead-stock analysis require ERP exports and account files as inputs to generate accurate aging reports and identify slow-mover inventory during the guided onboarding workflows.

How does role-based day selection work for vendor email and QBR prep tasks?▼

Role-based day selection matches your specific job function to the most relevant onboarding tasks, ensuring you start with vendor email communication or top-account QBR preparation that fits your daily responsibilities.

What's the best way to prepare top-account QBRs during initial onboarding?▼

The best way to prepare top-account QBRs during onboarding is following a guided workflow that iterates drafts in context using your account files and ERP exports to produce structured quarterly business review outputs.

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