smb-onboard

Official

Get set up fast with your SMB tools

Authorpaywhereb
Version1.0.0
Installs0

System Documentation

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".

Dependency Matrix

Required Modules

None required

Components

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: smb-onboard
Download link: https://github.com/paywhereb/paywhere-claude-plugins/archive/main.zip#smb-onboard

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

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