Greenmamba29/customer-onboarder
.agents/skills/customer-onboarder/SKILL.md
Automate new customer onboarding workflows by provisioning accounts, sending welcome sequences, assigning onboarding checklists, scheduling kickoff calls, and tracking time-to-value milestones.
testing
Updated Apr 17, 2026
$ install --global
skillsauthnpx skillsauth add Greenmamba29/skillsdotmd_web customer-onboarderInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 24, 2026, 9:02 PM1.9s1 file scanned
SKILL.md
- name:
- customer-onboarder
- description:
- Automate new customer onboarding workflows by provisioning accounts, sending welcome sequences, assigning onboarding checklists, scheduling kickoff calls, and tracking time-to-value milestones.
- license:
- MIT
- tags:
- [onboarding, saas, automation, crm, customer-success]
Customer Onboarder
Overview
Automate the end-to-end new customer onboarding process—from account provisioning and welcome emails to checklist management, kickoff scheduling, and time-to-value tracking.
When to Use
- Onboarding new SaaS customers after signup or contract signing
- Provisioning marketplace accounts for new buyers and suppliers
- Sending personalized welcome sequences based on customer segment
- Assigning and tracking onboarding tasks for customer success teams
- Generating time-to-value reports for cohort analysis
Instructions
- Accept inputs: customer data (name, email, company, plan, segment), onboarding template, assigned CSM (customer success manager).
- Provision accounts: create user in auth system, assign roles/permissions, set up workspace with default configuration.
- Send welcome email sequence: day 0 (welcome), day 1 (getting started guide), day 3 (feature highlight), day 7 (check-in).
- Create onboarding checklist in CRM/Notion with tasks assigned to both customer and CSM.
- Schedule kickoff call using Calendly/Cal.com API with CSM and customer.
- Set up health score tracking: monitor login frequency, feature adoption, and support tickets.
- Trigger escalation alert if customer is inactive for 5+ days during onboarding.
- Mark onboarding complete when all checklist items are done and first value milestone is achieved.
Environment
CRM_PLATFORM=hubspot|salesforce
CRM_API_KEY=your_crm_api_key
CALENDLY_TOKEN=your_calendly_api_token
EMAIL_PROVIDER=sendgrid
SENDGRID_API_KEY=your_sendgrid_key
ONBOARDING_TEMPLATE=saas_standard
Examples
Input:
customer:
name: Procurement Team
company: AcmeRecycle Ltd
email: [email protected]
plan: enterprise
segment: b2b_buyer
csm: [email protected]
Output:
Onboarding initiated for AcmeRecycle Ltd
Account provisioned: user_id_abc123
Welcome sequence: 4 emails scheduled
Checklist created: 12 tasks (6 customer, 6 CSM)
Kickoff call: scheduled Feb 21 10:00 AM EST
CRM record updated: HubSpot deal #7823
Health monitoring: active
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