onboarding-plan-builder
CommunityPlan structured onboarding that accelerates value.
Marketing & Sales#planning#onboarding#implementation#milestones#customer-success#project-management#go-live
Authorstephenrogan
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Onboarding Plan Builder eliminates the guesswork and inefficiency of customer onboarding by generating a phased, milestone-driven plan with clear owners and success criteria, from kickoff to value realization.
Core Features & Use Cases
- Generates a phased onboarding roadmap with milestones, owners, timelines, and success criteria.
- Adapts to segment and complexity, covering kickoff, technical setup, adoption, and value realization.
- Use case: create implementation plans for enterprise, mid-market, or SMB customers with defined milestones and ownership.
Quick Start
Provide account details and goals to generate a phased onboarding plan with milestones, owners, and success criteria.
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: onboarding-plan-builder Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#onboarding-plan-builder Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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