onboarding-kickoff

Generate leads, create Instantly campaigns, and update sheets after client kickoff.

1|Updated Apr 10, 2026

Search Tags:#automation #onboarding #lead generation #instantly #client setup #auto-reply #email campaigns

Ready to run

npx skills add https://github.com/ezjonline/ezj-automations --skill onboarding-kickoff-ezjonline

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: onboarding-kickoff
Source: https://github.com/ezjonline/ezj-automations/tree/main/skills/onboarding-kickoff
Command: npx skills add https://github.com/ezjonline/ezj-automations --skill onboarding-kickoff-ezjonline

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

It removes the manual work of turning a kickoff call into a ready-to-run client onboarding system, including lead sourcing, campaign setup, and follow-up automation.

Core Features & Use Cases

Generates and enriches local business leads from a service and target location.
Creates and prepares Instantly email campaigns using the client's offers, audience, and proof points.
Updates sheets, distributes leads, and builds an auto-reply knowledge base so onboarding can finish with a clear handoff.
Use it when a new client needs immediate post-kickoff execution instead of a scattered sequence of manual setup steps.

Quick Start

Use the onboarding-kickoff skill to onboard a new client from kickoff details by generating leads, creating campaigns, updating the knowledge base, and sending the completion summary.

Frequently Asked Questions about onboarding-kickoff

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

FAQPage Schema

How do I automate client onboarding after a kickoff call?▼

Automate client onboarding by using structured kickoff details to generate local business leads, create Instantly email campaigns, and set up auto-reply knowledge bases. This removes manual post-kickoff setup by orchestrating lead scraping, campaign creation, and sheet updates into one workflow.

Can I automatically generate lead lists and distribute prospects across Instantly campaigns?▼

Yes, you can generate lead lists and distribute prospects across Instantly campaigns. The automation scrapes and enriches local business leads based on service and target location, then orchestrates distributing those prospects into prepared email campaigns using client offers and proof points.

What is the best way to set up Instantly email campaigns for new agency clients?▼

The best way to set up Instantly email campaigns for new clients is automating the configuration using structured inputs like offers, audience, and proof points. This prepares the campaigns immediately after kickoff while simultaneously building lead lists and updating tracking sheets.

Does automated onboarding handle low lead counts or API failures during campaign setup?▼

Automated onboarding includes error handling for low lead counts or API failures during campaign setup. If lead scraping returns insufficient results or an API failure occurs, the workflow manages these constraints to prevent breaking the campaign orchestration and sheet update process.

How do I build an auto-reply knowledge base for new client accounts?▼

Build an auto-reply knowledge base for new client accounts by using the onboarding workflow to process client offers and proof points. This creates a ready-to-use auto-reply system that ensures onboarding finishes with a clear handoff and immediate follow-up capability.

Do I need structured client inputs to automate post-kickoff lead generation?▼

Yes, you need structured client inputs to automate post-kickoff lead generation and campaign creation. The automation requires specific data like service type, target location, offers, and audience details to accurately scrape leads, enrich prospects, and prepare Instantly email campaigns.