Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Phased client onboarding checklist v1.0.0

Use this resource to prepare the welcome checklist for a new client

New

  • 319 downloads
  • 196 likes
  • 184 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-onboarding-checklist-generator

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent classifies the engagement as consulting, SaaS or agency, then produces a four-phase checklist with tasks, owners and gate criteria. You get an onboarding-checklist.md and email templates for the key steps.

Mostly picked by

Updated November 2, 2026

Card for the “Phased client onboarding checklist” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: required inputs and generation workflow
  • references/: checklist template, engagement types, task banks and email templates

Good fit for

  • You are starting a consulting engagement and want a structured kickoff
  • You onboard SaaS clients with several activation steps

Not for

    Tags

    • onboarding
    • client
    • checklist

    About

    You say

    “Build the onboarding checklist for a SaaS client with fifty seats, including training and data migration.”

    Card for the “Phased client onboarding checklist” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare the welcome checklist for a new client
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/email-templates.md3.8 KB
    • references/engagement-types.md2.6 KB
    • references/output-template.md4.1 KB
    • references/scaling-and-pitfalls.md3.3 KB
    • references/task-banks.md5.9 KB
    • SKILL.md2.8 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/onboarding-checklist
    Licence
    MIT

    Notice

    « onboarding-checklist » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.