- version
- 1.0.0
- name
- beta-client-onboarding
- description
- Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.
- metadata
- openclaw
- emoji
- 🤝
- requires
- bins
- [python3]
- always
- false
Client Onboarding Skill
Overview
Handles the complete client onboarding process for Beta AI Agent.
Features
- Welcome email sequences
- Document collection tracking
- Intake form management
- Kickoff scheduling
- Progress tracking for multiple tracks
- Stalled account reminders
Usage
Activated automatically when a new client engagement begins.
Requirements
- Python 3
- Email integration
- Calendar access