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smb-onboard

Guide SMB owners through connecting two tools and capturing business context.

Updated May 20, 2026
Search Tags:#cash flow#persistent memory#tool connection#smb onboarding#crm maintenance#weekly check-in#guided recipes
One-click install
npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill smb-onboard
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: smb-onboard
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/smb-onboard
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill smb-onboard

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

SMB owners need a guided, low-friction setup that connects the right tools, proves value immediately with live data, and saves a reusable business context so future skills are accurate.

Core Features & Use Cases

  • Guided two-tool onboarding: Assesses what’s already connected, then helps connect the best two tools for the owner’s top headaches.
  • Prove-value recipe first: Runs the matched “aha” demo (e.g., cash-flow snapshot or CRM maintenance) immediately after the first connection to build trust.
  • One-time business interview + persistent memory: Collects five short business details one question at a time and stores them under a required memory heading for downstream skills.
  • Weekly cadence setup: Sets a recurring trigger phrase (typically “weekly check-in every Monday”) so the system can pull numbers and flag urgent items.

Quick Start

Ask for setup by saying: "get me started".

Frequently Asked Questions about smb-onboard

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

FAQPage Schema
How do I connect my SMB tools and set up a weekly cash flow check-in?▼

To connect SMB tools and set up a weekly cash flow check-in, trigger the onboarding guide to connect your first two tools, run a prove-value recipe, and configure a recurring weekly trigger phrase for automated number pulling.

What is the best way to save business context for reuse across different workflows?▼

The best way to save business context for reuse is through a guided onboarding interview that collects five short details and stores them under a persistent memory heading, ensuring downstream skills access accurate data without re-interviewing.

Can I run an immediate CRM maintenance or cash flow snapshot after connecting my tools?▼

Yes, you can run an immediate CRM maintenance or cash flow snapshot. The onboarding process executes a matched prove-value recipe right after your first tool connection to demonstrate live data value instantly.

Does SMB onboarding work if I already have existing tool connections?▼

Yes, SMB onboarding works with existing tool connections. The guided setup assesses your current workspace state and branches its logic based on what is already connected before recommending the best two tools for your stated headaches.

How does persistent memory capture business context during guided onboarding?▼

Persistent memory captures business context by asking five short questions one at a time during onboarding, following approval gates before writing the answers under a specific memory heading for future skill accuracy.

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