smb-onboard
OfficialGet set up fast with your SMB tools
Personal & Entrepreneur#cash flow#persistent memory#tool connection#smb onboarding#crm maintenance#weekly check-in#guided recipes
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 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: 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.
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