Agent skill

Client Onboarding Workflow

by zanecole10 in zanecole10/software-tailor-skills

Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the…

No licenceAuto-check passedProductivity & Automation

Install Client Onboarding Workflow

skills CLI
$ npx skills add zanecole10/software-tailor-skills --skill client-onboarding-workflow -a claude-code

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

GitHub CLI
$ gh skill install zanecole10/software-tailor-skills client-onboarding-workflow --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/zanecole10/software-tailor-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/08-client-onboarding-workflow .claude/skills/client-onboarding-workflow && 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
client-onboarding-workflow
GitHub stars
104
Token cost
~824 tokens
SKILL.md length
382 words
Files
1
Skills in repo
17
Repo updated
First seen
Licence
None found

At a glance

Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the…

  • Works in 3 steps: Complete the onboarding questionnaire… → Schedule our kickoff meeting (calendar… → I'll review your responses and prepare…
  • Tasks that involve Meeting notes and agendas
  • SKILL.md covers What This Skill Does, Onboarding Timeline, Welcome Email Template and Kickoff Meeting Agenda, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Client Onboarding Workflow is an agent skill from zanecole10/software-tailor-skills. Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the right $15K decision.

Its SKILL.md is about 820 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 Meeting notes and agendas. The repository describes itself as: 15 Claude Skills for building a K+ software tailoring business. Find clients, price projects, build fast, and scale revenue using AI code generation.

When your agent uses it

  • Tasks that involve Meeting notes and agendas

Example prompts

  • “/client-onboarding-workflow”

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. Complete the onboarding questionnaire (link below) - takes 15 min
  2. Schedule our kickoff meeting (calendar link below)
  3. I'll review your responses and prepare questions

What it can do on your machine

Read from SKILL.md and the folder at commit afd0b74. 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

Client Onboarding Workflow loads about 824 tokens when it runs. Until then it costs about 61 tokens; SKILL.md has 382 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~61
When it runs · the whole SKILL.md, loaded when a task matches
~824

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

Without a licence we can't republish the file, so here is its outline and opening line. It has 382 words (~824 tokens).

“First impressions matter. Professional onboarding = confident clients.”

— opening of SKILL.md by zanecole10
name
client-onboarding-workflow

Read the full SKILL.md on GitHub

Files

Just SKILL.md in 08-client-onboarding-workflow of zanecole10/software-tailor-skills.

Open the folder on GitHubat commit afd0b74

Compare with similar skills

Client Onboarding Workflow 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.

Client Onboarding Workflow compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Client Onboarding Workflow this skillzanecole10/software-tailor-skills104—~824Automated safety check: PassNone
Meeting Notesoutline/outline41k—~551Automated safety check: PassCustom licence
Management Talkthananon/9arm-skills3.2k—~3.2kAutomated safety check: PassNone
Challenge Baseline ModelAgibotTech/genie_sim1.4k—~2.4kAutomated safety check: PassCustom licence
Handwriting Stand Uplimin112/min-skill362—~2.5kAutomated safety check: PassNone
Daily Journalravila4/claude-adhd-skills157—~2.5kAutomated safety check: PassMIT

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Questions about Client Onboarding Workflow

What does Client Onboarding Workflow do?

Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the…. Client Onboarding Workflow is an agent skill from zanecole10/software-tailor-skills. Create automated onboarding sequences, information gathering forms, kickoff meeting agendas, requirements documentation templates, and progress update schedules that make clients feel they made the right $15K decision.

When should I use Client Onboarding Workflow?

Client Onboarding Workflow fits situations like: tasks that involve Meeting notes and agendas.

How do I install Client Onboarding Workflow in Claude Code?

Run `npx skills add zanecole10/software-tailor-skills --skill client-onboarding-workflow -a claude-code`. Or copy the skill folder (08-client-onboarding-workflow in zanecole10/software-tailor-skills) into .claude/skills/client-onboarding-workflow in your project. Claude Code loads it when a task matches its description.

How do I install Client Onboarding Workflow in Codex?

Run `npx skills add zanecole10/software-tailor-skills --skill client-onboarding-workflow -a codex`. Or copy the skill folder (08-client-onboarding-workflow in zanecole10/software-tailor-skills) into .agents/skills/client-onboarding-workflow in your project. Codex loads it when a task matches its description.

Can I use Client Onboarding Workflow 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 zanecole10/software-tailor-skills --skill client-onboarding-workflow -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/client-onboarding-workflow, .gemini/skills/client-onboarding-workflow, .github/skills/client-onboarding-workflow and .opencode/skills/client-onboarding-workflow in your project.

What does Client Onboarding Workflow need to run?

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

Does Client Onboarding Workflow 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 Client Onboarding Workflow 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 Client Onboarding Workflow use?

No licence was found for Client Onboarding Workflow or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Client Onboarding Workflow use?

About 824 tokens (SKILL.md is roughly 3.3k 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 Client Onboarding Workflow?

Skills that share tags, products or a category with Client Onboarding Workflow: Meeting Notes (outline/outline, 41k stars), Management Talk (thananon/9arm-skills, 3.2k stars), Challenge Baseline Model (AgibotTech/genie_sim, 1.4k stars) and Handwriting Stand Up (limin112/min-skill, 362 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Client Onboarding Workflow?

zanecole10 (a GitHub user) maintains it in zanecole10/software-tailor-skills, which has 104 GitHub stars. The repository holds 17 skills in this directory. The repository was last updated on October 31, 2025.

Source: zanecole10/software-tailor-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.