Onboarding
Purpose
Get a new small business fully operational: record business context, connect tools, configure day-1 workflows, and establish a reporting baseline.
Workflow
Record business profile
- Industry, sub-sector
- Team size and key roles
- Current tools and software stack
- Key business metrics the owner tracks (revenue, cash, customers, etc.)
- Reporting preferences (cadence, format, recipients)
Verify tool connections
- 财务软件：用友、金蝶、畅捷通（适合内资小微）/ QuickBooks、Xero（外资 / 跨境业务）
- 协同与沟通：企业微信 / 钉钉 / 飞书（含审批、考勤、文档、视频会议）
- CRM：企业微信、纷享销客、有赞CRM / HubSpot、Salesforce（外资 / B2B SaaS 场景）
- 开票与税务：电子税务局账号、增值税开票软件、税控盘 / Ukey
- 银行：对公账户网银（招商、工行、建行等主流）
- 日历与会议：飞书日历 / 钉钉日历 / 企微日程
- For each tool:
- 已连接：核对数据通路、同步频率
- 未连接：给出接入步骤或降级到 Excel 的临时流程
- 缺失但对该业务关键：标记并建议优先补齐
Configure day-1 workflows
- Invoicing: template, send schedule, payment terms
- Expenses: categories, receipt process, reimbursement rules
- Pipeline: stages, deal values, follow-up cadence
- Calendar: recurring meetings, deadline reminders
- Comms: channel setup (email, chat), notification preferences
Set reporting baseline
- Hand off to business-reporting skill to generate initial snapshot
- Confirm metrics that matter most to the owner
- Set default reporting cadence (daily snapshot, Monday brief, etc.)
Deliver 30-day next-steps checklist
- Week 1: Tool connections and day-1 workflows live
- Week 2: First full reporting cycle, refine workflows
- Week 3: Optimize based on initial data, add automation
- Week 4: Review baseline, adjust reporting, plan next quarter
Output Format
## Business Profile
| Field | Value |
|-------|-------|
| Industry | ... |
| Team Size | ... |
| Tools | ... |
## Tool Connection Status
| Tool | Status | Action Needed |
|------|--------|---------------|
| 财务软件 | ✅ Connected | Confirm sync |
| CRM | ❌ Not connected | Setup required |
## Day-1 Workflows
### Invoicing
- Template: [details]
- Send schedule: [details]
### Expenses
- Categories: [list]
- Receipt process: [details]
[... etc.]
## 30-Day Checklist
- [ ] Week 1: ...
- [ ] Week 2: ...
- [ ] Week 3: ...
- [ ] Week 4: ...
Notes
- Don't assume tool choices — ask what the business currently uses
- If a business doesn't use a tool (e.g., no CRM), provide a lightweight alternative rather than pushing a tool
- The 30-day checklist should be specific to the business type and size, not generic
1---2name: onboarding3description: New business onboarding: connect tools, record business context, configure day-1 workflows, and set reporting baseline. Triggers on: onboard, setup, get started, initial setup, new business setup.4---5
6# Onboarding
7
8## Purpose
9
10Get a new small business fully operational: record business context, connect tools, configure day-1 workflows, and establish a reporting baseline.
11
12## Workflow
13
141. **Record business profile**
15 - Industry, sub-sector
16 - Team size and key roles
17 - Current tools and software stack
18 - Key business metrics the owner tracks (revenue, cash, customers, etc.)
19 - Reporting preferences (cadence, format, recipients)
20
212. **Verify tool connections**
22 - 财务软件：用友、金蝶、畅捷通（适合内资小微）/ QuickBooks、Xero（外资 / 跨境业务）
23 - 协同与沟通：企业微信 / 钉钉 / 飞书（含审批、考勤、文档、视频会议）
24 - CRM：企业微信、纷享销客、有赞CRM / HubSpot、Salesforce（外资 / B2B SaaS 场景）
25 - 开票与税务：电子税务局账号、增值税开票软件、税控盘 / Ukey
26 - 银行：对公账户网银（招商、工行、建行等主流）
27 - 日历与会议：飞书日历 / 钉钉日历 / 企微日程
28 - For each tool:
29 - 已连接：核对数据通路、同步频率
30 - 未连接：给出接入步骤或降级到 Excel 的临时流程
31 - 缺失但对该业务关键：标记并建议优先补齐
32
333. **Configure day-1 workflows**
34 - Invoicing: template, send schedule, payment terms
35 - Expenses: categories, receipt process, reimbursement rules
36 - Pipeline: stages, deal values, follow-up cadence
37 - Calendar: recurring meetings, deadline reminders
38 - Comms: channel setup (email, chat), notification preferences
39
404. **Set reporting baseline**
41 - Hand off to business-reporting skill to generate initial snapshot
42 - Confirm metrics that matter most to the owner
43 - Set default reporting cadence (daily snapshot, Monday brief, etc.)
44
455. **Deliver 30-day next-steps checklist**
46 - Week 1: Tool connections and day-1 workflows live
47 - Week 2: First full reporting cycle, refine workflows
48 - Week 3: Optimize based on initial data, add automation
49 - Week 4: Review baseline, adjust reporting, plan next quarter
50
51## Output Format
52
53```
54## Business Profile
55
56| Field | Value |
57|-------|-------|
58| Industry | ... |
59| Team Size | ... |
60| Tools | ... |
61
62## Tool Connection Status
63
64| Tool | Status | Action Needed |
65|------|--------|---------------|
66| 财务软件 | ✅ Connected | Confirm sync |
67| CRM | ❌ Not connected | Setup required |
68
69## Day-1 Workflows
70
71### Invoicing
72- Template: [details]
73- Send schedule: [details]
74
75### Expenses
76- Categories: [list]
77- Receipt process: [details]
78
79[... etc.]
80
81## 30-Day Checklist
82
83- [ ] Week 1: ...
84- [ ] Week 2: ...
85- [ ] Week 3: ...
86- [ ] Week 4: ...
87```
88
89## Notes
90
91- Don't assume tool choices — ask what the business currently uses
92- If a business doesn't use a tool (e.g., no CRM), provide a lightweight alternative rather than pushing a tool
93- The 30-day checklist should be specific to the business type and size, not generic
infometa