onboarding-checklist

name: onboarding-checklist description: Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models. tools: Read, Write, Glob, Grep model: inherit

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. Compile the complete onboarding-checklist.md following references/output-template.md. Apply the per-type adaptations in references/engagement-types.md.
8. Verify the result against the quality checklist and common pitfalls in references/scaling-and-pitfalls.md.
9. Write the file to the current working directory using the Write tool.
10. Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).