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CarvalhoJeo
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smb-onboard

Guide Brazilian SMB owners through onboarding and run a first workflow.

Updated May 15, 2026
Search Tags:#onboarding#business context#lead follow-up#cash planning#SMB workflows#Brazil-first#tool stack mapping
One-click install
npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill smb-onboard-carvalhojeo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: smb-onboard
Source: https://github.com/CarvalhoJeo/claude-small-business-br/tree/main/skills/smb-onboard
Command: npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill smb-onboard-carvalhojeo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of SMB owners struggling to organize their operations and figure out which real data sources to use first, without defaulting to foreign SaaS stacks.

Core Features & Use Cases

  • Brazil-first onboarding & assessment: Clarifies what is hurting most right now and checks whether a Business context already exists so only changed fields are updated.
  • Tool stack mapping: Collects business type, tax/size context, money-in channels, lead channels, finance stack, book ownership, and top recurring headaches to create a reliable operating profile.
  • Quick win activation + context storage: Guides the owner to pick the easiest usable data source (ERP export, bank CSV, WhatsApp/Instagram leads, Gmail, spreadsheet, etc.), runs one small workflow aligned to the biggest pain, and drafts/stores a structured Business context and weekly check-in rhythm.

Quick Start

Tell the owner to start the smb-onboard workflow and answer the questions about their business, channels, finance stack, and current top pain so it can run one quick win and save their Business context.

Frequently Asked Questions about smb-onboard

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

FAQPage Schema
How do I organize my Brazilian SMB operations using WhatsApp and Pix instead of foreign SaaS?▼

Brazilian SMB onboarding assesses your current operational pain, maps real tool and data sources like WhatsApp, Pix, and Mercado Pago, and triggers a targeted quick win such as cash planning or lead triage.

What is the best way to map my business tool stack before automating workflows?▼

Mapping your tool stack involves collecting business type, money-in channels, finance stack details like Conta Azul or Omie, and recurring headaches to create a reliable operating profile for your workflows.

Can I run lead follow-up workflows using just Instagram and spreadsheet exports?▼

Yes, lead follow-up workflows can run using Instagram leads and spreadsheet exports by selecting the easiest available data source during onboarding to trigger a targeted quick win.

How do I start cash planning for a small business using bank CSV exports?▼

Cash planning starts by selecting your bank CSV or ERP export as the data source during onboarding, then running a quick win workflow aligned to your biggest financial pain point.

Does this onboarding process work with Brazilian finance stacks like Conta Azul and Bling?▼

Yes, the onboarding process is Brazil-first and explicitly supports finance stacks including Conta Azul, Omie, Bling, and Nibo, as well as RD Station for lead channels.

Why should I save a Business context profile during SMB onboarding?▼

Saving a Business context profile stores your structured operating data and weekly check-in rhythm, enabling later skills to skip reassessment and immediately execute targeted workflows.

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