A systematic framework for managing the first 90 days of a client relationship to reduce churn and ensure successful adoption.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install customer-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 customer-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 Customer Onboarding?
The Customer Onboarding skill provides a comprehensive toolkit for managing new client relationships within Openclaw Skills. It automates the creation of strategic checklists, professional email sequences, and structured kickoff meetings, ensuring that every new user experiences a seamless transition and reaches their first value moment quickly. By focusing on the critical first 90 days, this skill helps businesses maintain high standards of service and proactive risk management through data-driven insights.
Customer Onboarding Use Cases
- Generating customized 90-day success roadmaps for new enterprise clients.
- Creating automated welcome email sequences to maintain high engagement levels.
- Structuring professional kickoff meetings with clear roles and success metrics.
- Monitoring client health by tracking adoption rates and identifying early risk signals.
How Customer Onboarding Works
- Initialize the onboarding process by defining the client profile and business goals.
- Generate a multi-phase checklist covering pre-kickoff tasks, launch day, and Day 90 checkpoints.
- Draft and schedule a complete welcome communication sequence across the first month.
- Establish key success metrics like Time to First Value (TTFV) and CSAT targets.
- Monitor progress and flag risks such as missed milestones or low engagement triggers.
Customer Onboarding Setup
To integrate this skill into your workflow, add the definition to your project library. You can configure Openclaw Skills by following these steps:
# Create a directory for your agent skills
mkdir -p .openclaw/skills
# Save the customer onboarding logic into your local environment
cat <<EOF > .openclaw/skills/onboarding.md
# Content from SKILL.md file goes here
EOF
Customer Onboarding Data Schema & Taxonomy
| Data Point | Format | Purpose |
|---|---|---|
| Checklists | Markdown Checkboxes | Actionable tasks for owners and specific deadlines |
| Templates | Text Blocks | Pre-written email and message sequences |
| Metrics | Scorecard | Tracking TTFV, CSAT, and feature adoption rates |
| Risk Signals | Alert Strings | Warning flags for missed milestones or low engagement |
Customer Onboarding Advanced Features
- Proactive risk detection for identifying churn indicators before they escalate.
- Customized milestone tracking based on specific client tiers or industry types.
- Dynamic ownership assignment for cross-functional teams using Openclaw Skills.
- Integration of success metrics reporting for Day 30, 60, and 90 reviews.
SKILL.md
Loading
Related Openclaw Skills
CRM Manager
A lightweight, local CSV-based CRM for managing sales pipelines, contact interactions, and deal stages through natural language.
Contract Reviewer
An AI-powered legal assistant that analyzes business agreements for red flags, compliance gaps, and financial risks.
Content Repurposer
A powerful AI skill that transforms single pieces of source material into a comprehensive multi-platform content ecosystem.
AI Compliance Readiness
An automated assessment framework that evaluates organizational readiness for AI governance regulations like the EU AI Act and NIST AI RMF.
Financial Tracker
A specialized agent skill designed to automate financial logging, profit and loss reporting, and tax preparation for freelancers and small businesses.
ICP Builder
A data-driven framework for defining and scoring your highest-value customer profiles to streamline sales and marketing efforts.
Featured*
