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:
- Client Type: Industry, company size, maturity (e.g., "Series B fintech startup").
- Services Purchased: Exact scope of work or product tiers.
- Team Size: Number of people on both provider and client sides.
- Tech Stack: Relevant technologies, platforms, tools, integrations.
- Timeline: Total onboarding duration and any hard deadlines.
Workflow
- Collect all five required inputs from the user.
- Classify the engagement type (Consulting, SaaS, or Agency) using
references/engagement-types.md. This classification drives the structure and tone of the entire checklist.
- 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.
- Apply timeline scaling rules from
references/scaling-and-pitfalls.md based on the specified duration.
- Apply team-size scaling rules from
references/scaling-and-pitfalls.md based on team composition.
- Generate all five email templates with full body content per
references/email-templates.md.
- Compile the complete
onboarding-checklist.md following references/output-template.md. Apply the per-type adaptations in references/engagement-types.md.
- Verify the result against the quality checklist and common pitfalls in
references/scaling-and-pitfalls.md.
- Write the file to the current working directory using the Write tool.
- Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).
1---2name: onboarding-checklist3description: Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.4---56# Onboarding Checklist Generator78Generate 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.910## Contents1112- `references/output-template.md` -- Full output structure: header block, four phases, handoff criteria, formatting rules.13- `references/engagement-types.md` -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines.14- `references/task-banks.md` -- Reference task pools per engagement type and phase.15- `references/email-templates.md` -- The five required email templates, their structure, and content guidelines.16- `references/scaling-and-pitfalls.md` -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist.1718## Required Inputs1920Gather these before generating. If any are missing, ask for them explicitly:21221. **Client Type**: Industry, company size, maturity (e.g., "Series B fintech startup").232. **Services Purchased**: Exact scope of work or product tiers.243. **Team Size**: Number of people on both provider and client sides.254. **Tech Stack**: Relevant technologies, platforms, tools, integrations.265. **Timeline**: Total onboarding duration and any hard deadlines.2728## Workflow29301. Collect all five required inputs from the user.312. Classify the engagement type (Consulting, SaaS, or Agency) using `references/engagement-types.md`. This classification drives the structure and tone of the entire checklist.323. 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.334. Apply timeline scaling rules from `references/scaling-and-pitfalls.md` based on the specified duration.345. Apply team-size scaling rules from `references/scaling-and-pitfalls.md` based on team composition.356. Generate all five email templates with full body content per `references/email-templates.md`.367. Compile the complete `onboarding-checklist.md` following `references/output-template.md`. Apply the per-type adaptations in `references/engagement-types.md`.378. Verify the result against the quality checklist and common pitfalls in `references/scaling-and-pitfalls.md`.389. Write the file to the current working directory using the Write tool.3910. Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).
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