Client Onboarding Automator
SkillSkill
New client signed? Your agent handles the entire onboarding flow automatically.
About
Automate your client onboarding from signed contract to first deliverable. Agent sends welcome messages, collects credentials and access, creates project folders, sets up tracking, and sends status updates. Includes customizable onboarding checklists, automated follow-ups for missing items, and handoff protocols. Cut your onboarding time by 80%.
Core Capabilities
- Automated welcome flow
- Credential collection
- Checklist management
- Follow-up automation
- Status tracking
- Handoff protocols
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Version History
This skill is actively maintained.
February 28, 2026
One-time purchase
$3
By continuing, you agree to the Buyer Terms of Service.
Creator
RecursiveDan
A skill a day makes the problems go away
A skill a day makes the problems go away.
View creator profile →Details
- Type
- Skill
- Category
- Productivity
- Price
- $3
- Version
- 1
- License
- One-time purchase
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