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Agent skill

Memstack Business Client Onboarding

by cwinvestments in cwinvestments/memstack

A skill your agent uses when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and…

ProprietaryAuto-check passedProductivity & Automation

Install Memstack Business Client Onboarding

skills CLI
$ npx skills add cwinvestments/memstack --skill memstack-business-client-onboarding -a claude-code

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

GitHub CLI
$ gh skill install cwinvestments/memstack memstack-business-client-onboarding --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/cwinvestments/memstack.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/business/client-onboarding .claude/skills/memstack-business-client-onboarding && 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
memstack-business-client-onboarding
GitHub stars
423
Token cost
~2.7k tokens
SKILL.md length
503 words
Files
1
Skills in repo
87
Repo updated
First seen
Licence
Proprietary

At a glance

A skill your agent uses when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and…

  • Works in 7 steps: Gather Client Information → Send Welcome Email → Intake Questionnaire → …
  • The user says client onboarding
  • SKILL.md covers Activation, Context Guard, Common Mistakes and Protocol, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Memstack Business Client Onboarding is an agent skill from cwinvestments/memstack. Use this skill when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and setup checklists for new clients. Do NOT use for contracts or invoicing.

Its SKILL.md is about 2.7k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Productivity & Automation, covering Email marketing. The repository describes itself as: Structured skill framework for Claude Code. 130 skills, persistent memory, TokenStack compression, localhost dashboard with 3-agent runner, real-time streaming, MCP tools.

When your agent uses it

  • The user says client onboarding
  • Kickoff meeting
  • Needs welcome sequences
  • Setup checklists for new clients

Example prompts

  • “client onboarding”
  • “new client”
  • “onboard client”
  • “/memstack-business-client-onboarding”

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Gather Client Information
  2. Send Welcome Email
  3. Intake Questionnaire
  4. Kickoff Meeting Agenda
  5. Access Provisioning Checklist
  6. Expectations Document
  7. 30/60/90-Day Check-In Schedule

What it can do on your machine

Read from SKILL.md and the folder at commit 00370ce. 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 (its code samples are markdown).

    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

Memstack Business Client Onboarding loads about 2.7k tokens when it runs. Until then it costs about 74 tokens; SKILL.md has 503 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~74
When it runs · the whole SKILL.md, loaded when a task matches
~2.7k

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

Its licence (Proprietary) doesn't allow us to republish the file, so here is its outline and opening line. It has 503 words (~2,659 tokens).

“Produces a complete client onboarding package with welcome email, intake questionnaire, kickoff meeting agenda, access provisioning checklist, expectations document, and 30/60/90-day check-in schedule.”

— opening of SKILL.md by cwinvestments, Proprietary
name
memstack-business-client-onboarding
version
1.0.0
license
Proprietary, MemStack™ Pro by CW Affiliate Investments LLC. See LICENSE.txt

Read the full SKILL.md on GitHub

Files

Just SKILL.md in skills/business/client-onboarding of cwinvestments/memstack.

Open the folder on GitHubat commit 00370ce

Compare with similar skills

Memstack Business Client Onboarding 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.

Memstack Business Client Onboarding compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Memstack Business Client Onboarding this skillcwinvestments/memstack423—~2.7kAutomated safety check: PassProprietary
Mailchimp Automationdavepoon/buildwithclaude3.6k7 repos~3.1kAutomated safety check: PassMIT
Email Sequenceemotixco/claude-skills-founder540—~911Automated safety check: PassMIT
EmailAgriciDaniel/claude-email130—~2kAutomated safety check: NotesMIT
Brevo Automationdavepoon/buildwithclaude3.6k7 repos~2kAutomated safety check: PassMIT
Klaviyo Automationdavepoon/buildwithclaude3.6k7 repos~1.9kAutomated safety check: PassMIT

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Categories

Questions about Memstack Business Client Onboarding

What does Memstack Business Client Onboarding do?

A skill your agent uses when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and…. Memstack Business Client Onboarding is an agent skill from cwinvestments/memstack. Use this skill when the user says 'client onboarding', 'new client', 'onboard client', 'kickoff meeting', 'intake form', 'welcome email', or needs welcome sequences, questionnaires, and setup checklists for new clients.

When should I use Memstack Business Client Onboarding?

Memstack Business Client Onboarding fits situations like: the user says client onboarding; kickoff meeting; needs welcome sequences; setup checklists for new clients.

How do I install Memstack Business Client Onboarding in Claude Code?

Run `npx skills add cwinvestments/memstack --skill memstack-business-client-onboarding -a claude-code`. Or copy the skill folder (skills/business/client-onboarding in cwinvestments/memstack) into .claude/skills/memstack-business-client-onboarding in your project. Claude Code loads it when a task matches its description.

How do I install Memstack Business Client Onboarding in Codex?

Run `npx skills add cwinvestments/memstack --skill memstack-business-client-onboarding -a codex`. Or copy the skill folder (skills/business/client-onboarding in cwinvestments/memstack) into .agents/skills/memstack-business-client-onboarding in your project. Codex loads it when a task matches its description.

Can I use Memstack Business Client Onboarding 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 cwinvestments/memstack --skill memstack-business-client-onboarding -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/memstack-business-client-onboarding, .gemini/skills/memstack-business-client-onboarding, .github/skills/memstack-business-client-onboarding and .opencode/skills/memstack-business-client-onboarding in your project.

What does Memstack Business Client Onboarding need to run?

SKILL.md names no scripts, command-line tools or credentials: Memstack Business Client Onboarding is instructions for the agent only.

Does Memstack Business Client Onboarding 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 Memstack Business Client Onboarding 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 Memstack Business Client Onboarding use?

Memstack Business Client Onboarding carries a proprietary licence (declared in SKILL.md). It is published on GitHub, but it is not open source: read the licence file before using or sharing it.

How many tokens does Memstack Business Client Onboarding use?

About 2.7k tokens (SKILL.md is roughly 11k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Memstack Business Client Onboarding?

Skills that share tags, products or a category with Memstack Business Client Onboarding: Mailchimp Automation (davepoon/buildwithclaude, 3.6k stars), Email Sequence (emotixco/claude-skills-founder, 540 stars), Email (AgriciDaniel/claude-email, 130 stars) and Brevo Automation (davepoon/buildwithclaude, 3.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Memstack Business Client Onboarding?

cwinvestments (a GitHub user) maintains it in cwinvestments/memstack, which has 423 GitHub stars. The repository holds 87 skills in this directory. The repository was last updated on September 26, 2026.

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