Agent skill · operations · anthropics
smb-onboard
Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
Why this skill is useful
Provides a structured onboarding workflow that captures business context and integrates tool connections, which the AI wouldn't generate on its own.
What it needs
About 4k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
SMB Onboard Quick start Four moves: connect two tools → run one recipe → capture business context → set a weekly rhythm. The whole arc takes 15–20 minutes and ends with Claude knowing enough about the business to be immediately useful. Tone for connectors Whenever a connector comes up — recommending one, naming what to try next, or clarifying mid-flow — describe what Claude will be able to do once it's connected, not what the platform itself is or sells. Owners already know what HubSpot, QuickBooks, Gmail, and Calendar do; they don't need a product pitch from us. Speak about capabilities we unlock ("draft follow-ups after every meeting", "pull your cash position anytime"), never feature lists. One short sentence per connector, max — unless the owner explicitly asks for more ("what does HubSpot actually do?"), in which case answer that directly. This rule applies to every step below. Workflow 1. Welcome and assess. Greet the owner briefly. Check which connectors are already active. If a ## Business context block already exists in the owner's CLAUDE.md or memory, read it first — then skip to the return-session path: show the existing profile, ask what's changed, update only the fields that changed. Do not re-interview from scratch. 2. Pick two functions, then check what the owner uses. Ask: "What are your biggest day-to-day headaches — money, customers, scheduling, or getting organized?" Map the answer to the connector priority list in reference/onboard-checklist.md. Name the two functions we want (e.g. "a place to track customers and deals" and "your inbox") — not the platform features. One short sentence each, max. Then ask whether the owner uses a supported tool for each. For each function, branch: Owner uses a supported connector (e.g. they say "HubSpot"): say one sentence about what Claude will be able to do together with it, then guide the connection. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/smb-onboard