A strategic tool for AI agents to generate comprehensive, industry-specific onboarding workflows for service-based businesses.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-onboarding
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install client-onboarding using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Onboarding Checklist Generator?
The Client Onboarding Checklist Generator is a specialized skill designed to transform how businesses welcome new partners. By leveraging Openclaw Skills, this tool enables AI agents to create highly tailored, multi-phase project roadmaps that ensure no critical step is missed during the transition from sales to service delivery.
This skill is particularly effective for agencies, SaaS companies, and consultancies looking to build scalable Standard Operating Procedures (SOPs). It synthesizes business variables—such as client size and service type—into a structured markdown format that can be immediately integrated into project management systems.
Client Onboarding Checklist Generator Use Cases
- Starting a new client engagement with a structured roadmap
- Standardizing onboarding procedures across a growing team to ensure quality
- Reducing client churn by eliminating poor first impressions during the initial weeks
- Building repeatable SOPs for complex service delivery models
How Client Onboarding Checklist Generator Works
- The AI agent prompts the user for specific business data including industry type, services provided, client tier, and expected timeline.
- The skill applies customization rules based on the business model, such as prioritizing API setup for SaaS or brand guidelines for agencies.
- A five-phase lifecycle is generated, spanning from Pre-Onboarding (contracts and access) to Handoff to Ongoing Support (BAU).
- The agent provides a formatted Markdown checklist that is ready for copy-pasting into tools like Notion, ClickUp, or GitHub Issues.
Client Onboarding Checklist Generator Setup
To deploy this within your agent environment, include the skill definition in your prompt library or tool configuration. Ensure your agent has permission to output Markdown formatted text.
# Add the onboarding skill to your Openclaw Skills directory
openclaw install onboarding-checklist-generator
Client Onboarding Checklist Generator Data Schema & Taxonomy
The skill organizes data through a structured taxonomy to ensure all phases of the client lifecycle are addressed:
| Section | Data Included |
|---|---|
| Input Variables | Business type, Service scope, Client size, Timeline |
| Phase 1-2 | Pre-onboarding checklists and Kick-off meeting milestones |
| Phase 3-4 | Technical setup, configuration, and stabilization tasks |
| Phase 5 | Transition to business-as-usual (BAU) and success metrics |
| Customization | Industry-specific logic (e.g., SLAs for MSPs, content calendars for Agencies) |
Client Onboarding Checklist Generator Advanced Features
- Dynamic logic mapping that adjusts task priority based on business industry (e.g., SaaS vs. Consulting)
- Built-in success metric tracking to ensure client goals are aligned during the kick-off phase
- Support for multi-stakeholder mapping to identify account managers and technical leads automatically
- Exportable Markdown format compatible with most project management and documentation platforms
- Integration-ready for Openclaw Skills based automation pipelines
SKILL.md
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