new-client-onboarding
CommunityPost-deal onboarding that kicks off engagements.
Authorekatasingh1107
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Post-deal onboarding often stalls after a sale, leaving clients without a clear kickoff and a missing operational plan. This skill standardizes client setup, audit, project planning, and CRM updates to accelerate momentum and consistency.
Core Features & Use Cases
- Client profile creation and central documentation
- Baseline technical audit and project planning
- Communication templates and CRM integration
- Use Case: Run onboarding for a new enterprise client with multi-service engagement
Quick Start
Kick off onboarding by creating the client profile, running the baseline audit, generating the project plan, and updating the CRM.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: new-client-onboarding Download link: https://github.com/ekatasingh1107/b2b-gtm-skills/archive/main.zip#new-client-onboarding Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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