post-close-onboarding-transition
CommunityStreamline post-close onboarding & transitions
Finance & Accounting#onboarding#transition#asset-management#acquisition#ti coordination#development-to-operations
Authormariourquia
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Post-close asset onboarding is complex and risk-prone, requiring coordinated transfer of leases, financial setups, PM activation, vendor transitions, and systems access. This Skill provides structured playbooks to bridge Acquisitions, Property Management, Development, and Accounting during the first 60 days.
Core Features & Use Cases
- End-to-end onboarding playbook covering ownership transfer, TI coordination, and development-to-ops transition.
- Structured tasks, checklists, and timelines aligned to 60-day onboarding milestones.
- Use case: after closing a multi-tenant asset, activate PM, transfer banking, set up vendor contracts, and begin rent collection with a validated rent roll.
Quick Start
Activate the post-close onboarding workflow for a defined asset, assigning ownership, PM, and accounting responsibilities, and initiating the 60-day plan.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: post-close-onboarding-transition Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#post-close-onboarding-transition Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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