customer-onboarder
CommunityAutomate new customer onboarding
AuthorGreenmamba29
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the complex and time-consuming process of onboarding new customers for SaaS and marketplace platforms, ensuring a smooth transition from signup to value realization.
Core Features & Use Cases
- End-to-End Automation: Manages account provisioning, welcome emails, checklist creation, call scheduling, and health monitoring.
- Customizable Workflows: Adapts onboarding based on customer plan (enterprise, standard, starter) and segment (b2b_buyer, b2b_supplier, smb, enterprise, self_serve).
- Use Case: When a new 'Enterprise' customer signs a contract, this Skill automatically provisions their account, sends a tailored welcome sequence, assigns onboarding tasks to both the customer and CSM, schedules a kickoff call, and begins tracking their health score.
Quick Start
Run the onboarding script with your customer and CSM details in a configuration file.
Dependency Matrix
Required Modules
requestsPyYAML
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: customer-onboarder Download link: https://github.com/Greenmamba29/skillsdotmd_web/archive/main.zip#customer-onboarder Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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