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kickoff-prep

Generate onboarding kickoff agendas and internal pre-kickoff checklists from CRM context.

58|21|Updated May 15, 2026
Search Tags:#checklist#onboarding#customer communication#crm context#kickoff agenda#stakeholder prep#milestone readiness
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill kickoff-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: kickoff-prep
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/onboarding/skills/kickoff-prep
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill kickoff-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It eliminates the scramble of preparing for a customer onboarding kickoff by generating a tailored customer-facing agenda and a matching internal pre-kickoff checklist from your configured onboarding profile and CRM context.

Core Features & Use Cases

  • Kickoff agenda generation: Produces a customer-ready kickoff agenda draft aligned to your kickoff format, onboarding model, and account segment (with the correct sharing expectations).
  • Internal preparation checklist: Creates a logistics and readiness checklist covering attendee confirmation, materials readiness, account context review, and first milestone setup.
  • Mode-specific outputs: Supports generating both artifacts together, or only the agenda or only the checklist for precise operational needs.

Quick Start

Use onboarding.kickoff-prep to generate both the kickoff agenda and the internal pre-kickoff checklist for account ACME using your configured onboarding profile: kickoff prep ACME --prep

Frequently Asked Questions about kickoff-prep

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

FAQPage Schema
How do I generate a customer onboarding kickoff agenda from CRM context?▼

You generate a kickoff agenda by combining onboarding-profile configuration with CRM account context, producing a customer-ready agenda draft aligned to your kickoff format, onboarding model, and account segment.

What is included in an internal pre-kickoff checklist for customer onboarding?▼

An internal pre-kickoff checklist covers attendee confirmation, materials readiness, account context review, and first milestone setup, ensuring full logistics and readiness before the kickoff.

Can I generate just the kickoff agenda without the internal preparation checklist?▼

Yes, selectable output modes let you generate both artifacts together, or output only the customer-facing agenda or only the internal checklist to match precise operational needs.

How do I prepare for a kickoff when CRM account data is missing or incomplete?▼

Kickoff preparation handles missing-account-data and incomplete-config scenarios by enforcing guardrails for config and CRM staleness visibility, ensuring you still get actionable artifacts with flagged context gaps.

Does kickoff preparation work for partner-led onboarding scenarios?▼

Yes, kickoff preparation applies to partner-led kickoff scenarios alongside standard onboarding, generating the appropriate agenda and internal checklist based on available configuration and account context.

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