Agent skill

Customer Onboarding And Implementation

by cbrock84 in cbrock84/headcount

Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration…

MITAuto-check passedSales & Support

Install Customer Onboarding And Implementation

skills CLI
$ npx skills add cbrock84/headcount --skill customer-onboarding-and-implementation -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install cbrock84/headcount customer-onboarding-and-implementation --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/customer-experience/skills/customer-onboarding-and-implementation .claude/skills/customer-onboarding-and-implementation && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
customer-onboarding-and-implementation
GitHub stars
2k
Token cost
~1.1k tokens
SKILL.md length
588 words
Files
2 (incl. references)
Skills in repo
178
Repo updated
First seen
Licence
MIT

At a glance

Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration…

  • Tasks that involve Customer success
  • SKILL.md covers Agree what live means before…, Plan the implementation as a…, Sequence for early value, not… and Data and integrations are…, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Customer Onboarding And Implementation is an agent skill from cbrock84/headcount. Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration and integration realistically, training the people who will actually use it, and handing over to the ongoing relationship. Use this to design an onboarding motion, rescue a stalled implementation, work out why customers who bought never went live, or scope the services a deal actually needs.

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/sources.md`).

It sits in Sales & Support, covering Customer success. The repository describes itself as: An agent organization structured as a company — 15+ departments, 125+ skills, each independently installable, citing the standards and regulators that settle the question. Runs… The licence is MIT.

When your agent uses it

  • Tasks that involve Customer success

Example prompts

  • “Use the customer-onboarding-and-implementation skill to take a new customer from signature to working — setting a definition of live that both sides…”
  • “/customer-onboarding-and-implementation”

What it can do on your machine

Read from SKILL.md and the folder at commit 98d1c17. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Customer Onboarding And Implementation loads about 1.1k tokens when it runs, and up to ~1.3k if it reads all its reference files. Until then it costs about 132 tokens; SKILL.md has 588 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~132
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from cbrock84/headcount at commit 98d1c17, republished under its MIT licence (© cbrock84). 588 words, ~1,070 tokens.

Download SKILL.mdSave it as .claude/skills/customer-onboarding-and-implementation/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
customer-onboarding-and-implementation
description
Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration and integration realistically, training the people who will actually use it, and handing over to the ongoing relationship. Use this to design an onboarding motion, rescue a stalled implementation, work out why customers who bought never went live, or scope the services a deal actually needs.

Customer onboarding and implementation

The period between signature and first real use is where the largest share of preventable churn is created, and where a customer's opinion of the product is formed permanently.

Agree what live means before the contract is signed

The most common implementation failure happens in the sales cycle: nobody wrote down what success would look like, so the project has no finish line and every party quietly holds a different one.

Define the go-live criteria concretely — which teams, doing what, with what data in place — along with the date, who does what on each side, and what the customer must supply. Put it in the contract or an agreed plan before the deal closes, not after.

Sales commitments become implementation scope. If a deal was won on something the product does not do yet, the implementation team inherits it. Route that decision back to whoever can make it rather than absorbing it silently.

Plan the implementation as a project with a customer-side owner

Nothing predicts implementation failure like the absence of a named, empowered owner on the customer side. They need authority to make decisions and time genuinely allocated. If the customer cannot name that person, the project is at risk before it starts, and saying so early is a service.

Set a cadence from the beginning and hold it — a stalled implementation almost never announces itself; the calls quietly stop being attended.

Sequence for early value, not for completeness

Get one team doing one useful thing quickly, then widen. A phased approach produces a customer who has seen the product work, which changes every subsequent conversation.

The alternative — configure everything, migrate everything, launch to everyone — pushes all the value past a long window during which nothing works and the sponsor is defending the purchase.

Data and integrations are where the time actually goes

Both are routinely under-scoped because both depend on the customer's environment rather than yours. Profile their data early; expect it to be worse than described. For the mechanics of moving it, technology:data-migration covers the discipline.

Integration work depends on the customer's other vendors, their change windows, and their security review — none of which you control. Establish those constraints in week one rather than discovering them in week six.

Show full SKILL.md (212 more words)Show less

Train for the job, not for the product

Feature training teaches people what the buttons do. Task training teaches them how to do their actual work in the new system, and only the second changes behavior.

Train close to go-live, not months before, and train the people who will use it rather than only the project team. Leave behind material they can use without you.

Hand over deliberately

An implementation that ends when the project ends leaves the account with nobody. Hand over with context — what was configured and why, what was deferred, what is fragile, who the people are — and confirm the receiving side has it rather than assuming.

Sources

references/sources.md in this skill lists the outside authorities that settle the questions here — what each one is authoritative for, and what you may do with it. Check them before answering on anything they cover, and cite what you used. Most are free to read and not free to reproduce; the use note on each is binding.

Never

  • Start an implementation without written go-live criteria both sides agreed.
  • Proceed without a named, empowered owner on the customer side.
  • Discover the customer's integration and security constraints after committing to a date.
  • Close an implementation on configuration complete rather than on people using it.

© cbrock84, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in plugins/customer-experience/skills/customer-onboarding-and-implementation of cbrock84/headcount.

  • SKILL.md
  • references/sources.md

Open the folder on GitHubat commit 98d1c17

Compare with similar skills

Customer Onboarding And Implementation next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Customer Onboarding And Implementation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Customer Onboarding And Implementation this skillcbrock84/headcount2k—~1.1kAutomated safety check: PassMIT
Cs Health Scorecardmohitagw15856/pm-claude-skills1.4k—~2.4kAutomated safety check: PassMIT
Youtube SearchZeroPointRepo/youtube-skills1k1 repos~1.8kAutomated safety check: PassMIT
YtZeroPointRepo/youtube-skills1k1 repos~951Automated safety check: PassMIT
Loki Modedavila7/claude-code-templates33k7 repos~7.1kAutomated safety check: WarnMIT
Account Researchexplorium-ai/gtm-skills185—~2.8kAutomated safety check: PassMIT

Similar skills

  • Cs Health Scorecard

    mohitagw15856/pm-claude-skills

    Build a customer health scorecard for a specific account. An agent skill from mohitagw15856/pm-claude-skills.

    1.4k GitHub stars~2.4k tokensUpdated yesterday
    Sales & SupportAuto-check passed
  • Youtube Search

    ZeroPointRepo/youtube-skills

    A skill your agent uses when the user wants to find YouTube content on any topic: searching for videos or channels, finding creators who cover a subject, discovering tutorials, talks, or expert…

    1k GitHub starsUsed in 1 repo~1.8k tokens
    Sales & SupportAuto-check passed
  • Yt

    ZeroPointRepo/youtube-skills

    A skill your agent uses when YouTube is relevant: pasted video links or IDs, @handles, quick video lookups, summaries, channel latest uploads, topic search, or any request involving YouTube content…

    1k GitHub starsUsed in 1 repo~951 tokens
    Sales & SupportAuto-check passed
  • Loki Mode

    davila7/claude-code-templates

    Multi-agent autonomous startup system for Claude Code. An agent skill from davila7/claude-code-templates.

    33k GitHub starsUsed in 7 repos~7.1k tokens
    Sales & SupportAuto-check: warnings
  • Account Research

    explorium-ai/gtm-skills

    Account research skill for Claude Code and Codex: generate a high-signal company intelligence brief including firmographics, technographics, funding history, hiring signals, business events, recent…

    185 GitHub stars~2.8k tokensUpdated 2 days ago
    Sales & SupportAuto-check passed
  • Expansion Retention

    tech-leads-club/agent-skills

    When the user wants to reduce churn, build expansion revenue, automate customer success, or optimize net revenue retention.

    7k GitHub stars~5.6k tokensUpdated yesterday
    Sales & SupportAuto-check passed

More from cbrock84/headcount

All 178 skills in this repo
  • Agent Hierarchy

    cbrock84/headcount

    Designs orchestrator-and-subagent hierarchies for a repository — splitting agents by exclusive write surface, pairing every producer with an independent auditor, and enforcing the split with a…

    2k GitHub stars~1.2k tokensUpdated 22 days ago
    Auto-check passed
  • Access And Identity

    cbrock84/headcount

    Designs and audits who can reach what — authentication, authorization models, privileged access, service credentials, and joiner-mover-leaver process.

    2k GitHub stars~1.1k tokensUpdated 22 days ago
    Auto-check passed
  • Account Based Marketing

    cbrock84/headcount

    Concentrates marketing and sales effort on a named set of accounts rather than on volume — qualifying whether the model fits your economics at all, building the account list and the buying group…

    2k GitHub stars~1.2k tokensUpdated 22 days ago
    Auto-check passed
  • Activation

    cbrock84/headcount

    Gets new users from signup to first real value — signup flow, onboarding, time-to-value, and the early experience that determines whether someone becomes a user or a lapsed account.

    2k GitHub stars~865 tokensUpdated 22 days ago
    Auto-check passed
  • AI ML Governance

    cbrock84/headcount

    Governs models and AI systems in production — intended use, evaluation, monitoring, human oversight, documentation, and the decision to deploy or retire.

    2k GitHub stars~1k tokensUpdated 22 days ago
    Auto-check passed
  • AI Research Analyst

    cbrock84/headcount

    Produces executive-level research — market sizing, competitor mapping, trend analysis, and strategic intelligence — grounded in cited sources with the confidence in each claim made explicit.

    2k GitHub stars~916 tokensUpdated 22 days ago
    Auto-check passed

Categories

Questions about Customer Onboarding And Implementation

What does Customer Onboarding And Implementation do?

Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration…. Customer Onboarding And Implementation is an agent skill from cbrock84/headcount. Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration and integration realistically, training the people who will actually use it, and handing over to the ongoing relationship.

When should I use Customer Onboarding And Implementation?

Customer Onboarding And Implementation fits situations like: tasks that involve Customer success.

How do I install Customer Onboarding And Implementation in Claude Code?

Run `npx skills add cbrock84/headcount --skill customer-onboarding-and-implementation -a claude-code`. Or copy the skill folder (plugins/customer-experience/skills/customer-onboarding-and-implementation in cbrock84/headcount) into .claude/skills/customer-onboarding-and-implementation in your project. Claude Code loads it when a task matches its description.

How do I install Customer Onboarding And Implementation in Codex?

Run `npx skills add cbrock84/headcount --skill customer-onboarding-and-implementation -a codex`. Or copy the skill folder (plugins/customer-experience/skills/customer-onboarding-and-implementation in cbrock84/headcount) into .agents/skills/customer-onboarding-and-implementation in your project. Codex loads it when a task matches its description.

Can I use Customer Onboarding And Implementation in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add cbrock84/headcount --skill customer-onboarding-and-implementation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/customer-onboarding-and-implementation, .gemini/skills/customer-onboarding-and-implementation, .github/skills/customer-onboarding-and-implementation and .opencode/skills/customer-onboarding-and-implementation in your project.

What does Customer Onboarding And Implementation need to run?

SKILL.md names no scripts, command-line tools or credentials: Customer Onboarding And Implementation is instructions for the agent only.

Does Customer Onboarding And Implementation access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Customer Onboarding And Implementation safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Customer Onboarding And Implementation use?

Customer Onboarding And Implementation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Customer Onboarding And Implementation use?

About 1.1k tokens (SKILL.md is roughly 4.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 251 tokens, read only when the agent opens those files.

What are the alternatives to Customer Onboarding And Implementation?

Skills that share tags, products or a category with Customer Onboarding And Implementation: Cs Health Scorecard (mohitagw15856/pm-claude-skills, 1.4k stars), Youtube Search (ZeroPointRepo/youtube-skills, 1k stars), Yt (ZeroPointRepo/youtube-skills, 1k stars) and Loki Mode (davila7/claude-code-templates, 33k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Customer Onboarding And Implementation?

cbrock84 (a GitHub user) maintains it in cbrock84/headcount, which has 2,022 GitHub stars. The repository holds 178 skills in this directory. The repository was last updated on September 17, 2026.

Source: cbrock84/headcount on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.