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onboarding-plan

Generate, revise, or summarize customer onboarding plans with milestones and ownership.

58|21|Updated May 15, 2026
Search Tags:#onboarding#success criteria#milestone planning#customer success#CRM integration#document drafting#status summary
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill onboarding-plan-t0ddc3by
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: onboarding-plan
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/onboarding/skills/onboarding-plan
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill onboarding-plan-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill generates and updates a customer-facing onboarding plan that aligns milestones, owners, cadence, and success criteria placeholders with your configured onboarding model and milestone framework.

Core Features & Use Cases

  • Draft an onboarding plan after kickoff using onboarding profile settings and available CRM context (contract start date, segment, stakeholders).
  • Update the plan when milestones complete, dates shift, scope changes, or key stakeholders change—preserving a change log.
  • Summarize onboarding status for async stakeholder updates using a concise, quiet-mode view.

Quick Start

Draft a complete onboarding plan for a specific account by running: onboarding:onboarding-plan Acme Inc --draft

Frequently Asked Questions about onboarding-plan

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

FAQPage Schema
How do I generate a customer-facing onboarding plan after kickoff?▼

Generate a customer-facing onboarding plan by running the draft mode, which uses onboarding profile settings and CRM context like contract start dates to map milestones, owners, and success criteria.

Can I update onboarding milestones when dates shift or stakeholders change?▼

You can update onboarding milestones when dates shift or stakeholders change by using the update mode, which revises the plan while preserving a change log of previous modifications.

What's the best way to summarize onboarding status for async stakeholder updates?▼

Summarize onboarding status for async updates by using the summary output mode, which produces a concise, quiet-mode view of current milestone progress and ownership for stakeholders.

Does the onboarding plan calculation rely on CRM contract start dates?▼

The onboarding plan calculation anchors on CRM-backed contract start dates, computing milestone dates by adding configured day targets from the onboarding profile to the start date.

Do I need specific configuration files to draft a customer onboarding plan?▼

Drafting a customer onboarding plan requires reading onboarding and company profile configuration files to enforce TtV/internal suppression rules and apply onboarding-model-specific structure.

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