beta-client-onboarding

Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.

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Install skill "beta-client-onboarding" with this command: npx skills add 1477009639zw-blip/beta-client-onboarding

Client Onboarding Skill

Overview

Handles the complete client onboarding process for Beta AI Agent.

Features

  • Welcome email sequences
  • Document collection tracking
  • Intake form management
  • Kickoff scheduling
  • Progress tracking for multiple tracks
  • Stalled account reminders

Usage

Activated automatically when a new client engagement begins.

Requirements

  • Python 3
  • Email integration
  • Calendar access

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