File contents Document Intelligence
This skill supports three modes: Create , Update , and Find .
Mode Detection
Signal
Mode
Confidence
"update", "revise", "improve" in input
UPDATE
100%
File path provided
UPDATE
100%
"create", "new", "build" in input
CREATE
100%
"find", "search", "list"
FIND
100%
"the playbook", "onboarding playbook"
UPDATE
85%
Just product/segment
CREATE
60%
Threshold : ≥85% auto-proceed | 70-84% state assumption | <70% ask user
Mode Behaviors
CREATE : Generate complete new playbook using template below.
UPDATE :
Check document registry first, then search user's structure
Preserve journey map structure
Update milestones, blockers, or success criteria
Show diff summary
FIND : Check registry, then search user's folders for playbooks.
Create a Customer Onboarding Playbook for the specified product or customer segment.
Vision to Value Phase
Phase 5: Business & Customer Outcomes - This skill ensures customers realize value.
Output Structure
1. Onboarding Overview
Target customer segment
Onboarding duration
Key milestones
Success definition
2. Onboarding Journey Map
Stage
Duration
Customer Goal
Our Activities
Success Criteria
Kickoff
Day 1-3
[Goal]
[Activities]
[Criteria]
Setup
Week 1
[Goal]
[Activities]
[Criteria]
Training
Week 2
[Goal]
[Activities]
[Criteria]
Adoption
Week 3-4
[Goal]
[Activities]
[Criteria]
Value
Week 4+
[Goal]
[Activities]
[Criteria]
3. Key Milestones
Milestone
Target Timing
Definition of Done
Owner
Account activated
Day 1
[Definition]
[Owner]
First use case completed
Week 1
[Definition]
[Owner]
Team trained
Week 2
[Definition]
[Owner]
Value milestone hit
Week 4
[Definition]
[Owner]
4. Success Criteria
Metric
Target
Timeframe
Time to first value
X days
Day 1-7
Feature adoption
X%
Week 1-4
User activation
X%
Week 2-4
Satisfaction score
X
Week 4
5. Common Blockers & Solutions
Blocker
Symptoms
Solution
Owner
Technical integration issues
[Symptoms]
[Solution]
[Owner]
Low user adoption
[Symptoms]
[Solution]
[Owner]
Unclear success criteria
[Symptoms]
[Solution]
[Owner]
Champion turnover
[Symptoms]
[Solution]
[Owner]
6. Escalation Paths
Issue Type
First Contact
Escalation 1
Escalation 2
Technical
[Contact]
[Contact]
[Contact]
Business
[Contact]
[Contact]
[Contact]
Relationship
[Contact]
[Contact]
[Contact]
7. Time-to-Value Targets
Segment
First Value
Full Value
At-Risk Threshold
Enterprise
X days
X weeks
X weeks
Mid-market
X days
X weeks
X weeks
SMB
X days
X weeks
X weeks
8. Health Indicators
Green (On Track):
[Indicator 1]
[Indicator 2]
Yellow (At Risk):
[Indicator 1]
[Indicator 2]
Red (Intervention Needed):
[Indicator 1]
[Indicator 2]
9. Handoff Procedures
Handoff from sales to CS
Handoff from implementation to ongoing support
Documentation requirements
Communication templates
10. Resources
Onboarding materials
Training content
Templates
FAQs
Instructions
Ask about customer segment if not specified
Reference any product or CS documents provided via @file syntax
Include specific, measurable milestones
Address common blockers proactively
Save as markdown file
Offer to create presentation version using /present
Converted and distributed by TomeVault — claim your Tome and manage your conversions.
1 --- 2 name: yohayetsion-product-org-os-onboarding-playbook 3 description: Document Intelligence 4 --- 5 ## Document Intelligence 6 7 This skill supports three modes: **Create**, **Update**, and **Find**. 8 9 ### Mode Detection 10 11 | Signal | Mode | Confidence | 12 |--------|------|------------| 13 | "update", "revise", "improve" in input | UPDATE | 100% | 14 | File path provided | UPDATE | 100% | 15 | "create", "new", "build" in input | CREATE | 100% | 16 | "find", "search", "list" | FIND | 100% | 17 | "the playbook", "onboarding playbook" | UPDATE | 85% | 18 | Just product/segment | CREATE | 60% | 19 20 **Threshold**: ≥85% auto-proceed | 70-84% state assumption | <70% ask user 21 22 ### Mode Behaviors 23 24 **CREATE**: Generate complete new playbook using template below. 25 26 **UPDATE**: 27 1. Check document registry first, then search user's structure 28 2. Preserve journey map structure 29 3. Update milestones, blockers, or success criteria 30 4. Show diff summary 31 32 **FIND**: Check registry, then search user's folders for playbooks. 33 34 --- 35 36 Create a **Customer Onboarding Playbook** for the specified product or customer segment. 37 38 ## Vision to Value Phase 39 **Phase 5: Business & Customer Outcomes** - This skill ensures customers realize value. 40 41 ## Output Structure 42 43 ### 1. Onboarding Overview 44 - Target customer segment 45 - Onboarding duration 46 - Key milestones 47 - Success definition 48 49 ### 2. Onboarding Journey Map 50 51 | Stage | Duration | Customer Goal | Our Activities | Success Criteria | 52 |-------|----------|---------------|----------------|------------------| 53 | Kickoff | Day 1-3 | [Goal] | [Activities] | [Criteria] | 54 | Setup | Week 1 | [Goal] | [Activities] | [Criteria] | 55 | Training | Week 2 | [Goal] | [Activities] | [Criteria] | 56 | Adoption | Week 3-4 | [Goal] | [Activities] | [Criteria] | 57 | Value | Week 4+ | [Goal] | [Activities] | [Criteria] | 58 59 ### 3. Key Milestones 60 61 | Milestone | Target Timing | Definition of Done | Owner | 62 |-----------|---------------|-------------------|-------| 63 | Account activated | Day 1 | [Definition] | [Owner] | 64 | First use case completed | Week 1 | [Definition] | [Owner] | 65 | Team trained | Week 2 | [Definition] | [Owner] | 66 | Value milestone hit | Week 4 | [Definition] | [Owner] | 67 68 ### 4. Success Criteria 69 | Metric | Target | Timeframe | 70 |--------|--------|-----------| 71 | Time to first value | X days | Day 1-7 | 72 | Feature adoption | X% | Week 1-4 | 73 | User activation | X% | Week 2-4 | 74 | Satisfaction score | X | Week 4 | 75 76 ### 5. Common Blockers & Solutions 77 78 | Blocker | Symptoms | Solution | Owner | 79 |---------|----------|----------|-------| 80 | Technical integration issues | [Symptoms] | [Solution] | [Owner] | 81 | Low user adoption | [Symptoms] | [Solution] | [Owner] | 82 | Unclear success criteria | [Symptoms] | [Solution] | [Owner] | 83 | Champion turnover | [Symptoms] | [Solution] | [Owner] | 84 85 ### 6. Escalation Paths 86 87 | Issue Type | First Contact | Escalation 1 | Escalation 2 | 88 |------------|---------------|--------------|--------------| 89 | Technical | [Contact] | [Contact] | [Contact] | 90 | Business | [Contact] | [Contact] | [Contact] | 91 | Relationship | [Contact] | [Contact] | [Contact] | 92 93 ### 7. Time-to-Value Targets 94 95 | Segment | First Value | Full Value | At-Risk Threshold | 96 |---------|-------------|------------|-------------------| 97 | Enterprise | X days | X weeks | X weeks | 98 | Mid-market | X days | X weeks | X weeks | 99 | SMB | X days | X weeks | X weeks | 100 101 ### 8. Health Indicators 102 103 **Green (On Track):** 104 - [Indicator 1] 105 - [Indicator 2] 106 107 **Yellow (At Risk):** 108 - [Indicator 1] 109 - [Indicator 2] 110 111 **Red (Intervention Needed):** 112 - [Indicator 1] 113 - [Indicator 2] 114 115 ### 9. Handoff Procedures 116 - Handoff from sales to CS 117 - Handoff from implementation to ongoing support 118 - Documentation requirements 119 - Communication templates 120 121 ### 10. Resources 122 - Onboarding materials 123 - Training content 124 - Templates 125 - FAQs 126 127 ## Instructions 128 129 1. Ask about customer segment if not specified 130 2. Reference any product or CS documents provided via @file syntax 131 3. Include specific, measurable milestones 132 4. Address common blockers proactively 133 5. Save as markdown file 134 6. Offer to create presentation version using /present 135 136 --- 137 > Converted and distributed by [TomeVault](https://tomevault.io/claim/yohayetsion) — claim your Tome and manage your conversions. 138 <!-- tomevault:4.0:skill_md:2026-04-13 -->
commit 632b797a5e
Frequently asked questions How do I install the Yohayetsion Product Org Os Onboarding Playbook skill? Run npx skillmds@latest add tomevault-io/yohayetsion-product-org-os-onboarding-playbook in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
What does the Yohayetsion Product Org Os Onboarding Playbook skill do? Document Intelligence It is listed under Coding & Dev Tools on SkillMD.
Is Yohayetsion Product Org Os Onboarding Playbook safe to use? This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.
Which AI agents work with Yohayetsion Product Org Os Onboarding Playbook? This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.
Is Yohayetsion Product Org Os Onboarding Playbook free to use? Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.
Who published Yohayetsion Product Org Os Onboarding Playbook? tomevault-io (@tomevault-io) published this skill. Their other Agent Skills are listed on their SkillMD profile.
tomevault-io