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onboard-customer

@bencassie/flywheel
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Create customer onboarding checklist from template with customer details

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name onboard-customer
description Create customer onboarding checklist from template with customer details
auto_trigger true
trigger_keywords onboard customer, onboard new customer, create customer onboarding, customer onboarding checklist, new customer setup, new client setup, client onboarding checklist, start customer onboarding
allowed-tools Task, Read, Write, mcp__flywheel__get_note_metadata, mcp__flywheel__search_notes, mcp__flywheel__get_folder_structure

Onboard Customer

Create a new customer onboarding checklist from template, with customer details pre-filled.

Trigger Detection

Activate when user:

  • Has a new customer to onboard
  • Needs to create an onboarding checklist
  • Wants to start customer setup process

Examples

  • "Onboard Acme Corp"
  • "New customer: TechStart Inc"
  • "Create onboarding checklist for Big Enterprise"
  • "Start onboarding for [[New Client]]"

Process

  1. Parse Customer Name

    • Extract customer name from request
    • If unclear, ask for confirmation

  2. Delegate to Agent

    Task(
    subagent_type="customer-onboarding-agent",
    description="Onboard customer",
    prompt="Create onboarding checklist for [Customer Name]"
)

  3. Confirm Creation

    • Show created note path
    • Link to related resources

  4. Verify Creation (Gate 6)

    • If agent reports success: Re-read the onboarding note to verify it was created
    • If blocked or failed: Inform user "Onboarding creation failed - please create manually"
    • If succeeded: Only report success if verification confirms note exists
    • If not found: Alert user that note may not have been created correctly

Customization

The onboarding template can be customized:

  • Edit templates/customer-onboarding.md for your workflow
  • Add/remove checklist phases
  • Include company-specific steps

Six Gates Compliance

Gate Status Notes
1. Read Before Write Via Agent Agent reads template first
2. File Exists Check Via Agent Agent checks template exists
3. Chain Validation ✓ Sequential: delegate → verify
4. Mutation Confirm Via Agent User confirms before creation
5. MCP Health Via Agent Agent validates MCP connection
6. Post Validation ✓ Re-read note to verify creation succeeded (step 4)