Client Onboarding Checklist Skill
Turns onboarding notes into checklists with access needs, assets, decisions, responsibilities, and missing setup details.
Audience
Professional services teams that need onboarding structure without inventing access, approvals, or readiness.
Platforms
OpenAI, Claude, Gemini
Detailed description
This skill helps professional services and agency teams turn rough notes into a structured client onboarding checklist that is easier to review and use.
It is designed for drafting, summary, checklist, planning, client coordination, and human-review work only, not for legal, financial, contract, pricing, or final client approval decisions.
What is included
- Core instructions
- Reference guide
- Examples or decision aids
- README
- Setup guide
- Customization guide
- Buyer license
- Client onboarding checklist
- Human-review prompts
Trust and delivery
- Published by Skills Junky as an in-house product.
- Account-based delivery for eligible downloads after purchase.
- Listing should stay aligned with license, compatibility, and support disclosure.