What problem does it solve? Creating a thorough client onboarding plan from scratch is time-consuming and error-prone, often resulting in missed tasks, unclear ownership, and inconsistent client experiences across engagements. ## Core Features & Use Cases - Phased Checklist Generation: Produces a structured onboarding-checklist.md covering Pre-Kickoff, Week 1, Weeks 2-4, and binary handoff criteria, with every task including owner, deadline, dependencies, acceptance criteria, and notes. - Engagement-Type Adaptation: Classifies the engagement as Consulting, SaaS, or Agency and adapts task selection, tone, and structure accordingly using dedicated task banks. - Email Templates: Generates five milestone email templates (welcome, kickoff recap, Week 1 status, mid-onboarding check-in, handoff) with full body text and placeholders. - Use Case: A SaaS customer success manager onboarding a new enterprise client provides the client type, services, team size, tech stack, and timeline, and receives a 300+ line checklist with data migration tasks, UAT steps, go-live criteria, and ready-to-send emails. ## Quick Start Generate a client onboarding checklist for a Series B fintech startup purchasing our SaaS platform, with a 4-week timeline and teams of 5 people per side.
