Agent skill · writing content · onewave-ai
onboarding-checklist
Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.
Why this skill is useful
Generates tailored onboarding checklists with specific tasks, email templates, and scaling rules that the AI wouldn't reliably produce on its own.
What it needs
About 1k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
Onboarding Checklist Generator Generate a comprehensive, customized client onboarding checklist saved as onboarding-checklist.md in the current working directory. The checklist is actionable, phase-structured, and tailored to the specific engagement type. Contents references/output-template.md -- Full output structure: header block, four phases, handoff criteria, formatting rules. references/engagement-types.md -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines. references/task-banks.md -- Reference task pools per engagement type and phase. references/email-templates.md -- The five required email templates, their structure, and content guidelines. references/scaling-and-pitfalls.md -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist. Required Inputs Gather these before generating. If any are missing, ask for them explicitly: 1. Client Type: Industry, company size, maturity (e.g., "Series B fintech startup"). 2. Services Purchased: Exact scope of work or product tiers. 3. Team Size: Number of people on both provider and client sides. 4. Tech Stack: Relevant technologies, platforms, tools, integrations. 5. Timeline: Total onboarding duration and any hard deadlines. Workflow 1. Collect all five required inputs from the user. 2. Classify the engagement type (Consulting, SaaS, or Agency) using references/engagement-types.md. This classification drives the structure and tone of the entire checklist. 3. Select and customize tasks from references/task-banks.md, adapting language, deadlines, and owners to the specific engagement. Reflect tech-stack items in relevant tasks. 4. Apply timeline scaling rules from references/scaling-and-pitfalls.md based on the specified duration. 5. Apply team-size scaling rules from references/scaling-and-pitfalls.md based on team composition. 6. Generate all five email templates with full body content per references/email-templates.md. 7. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/onboarding-checklist