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Customer onboarding playbook v1.0.0

Use this resource to design a customer onboarding path with milestones and success metrics

New

  • 448 downloads
  • 154 likes
  • 210 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-onboarding-playbook

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 splits onboarding into phases, sets a milestone for each step, schedules automated touchpoints and defines success metrics. You get a playbook ready to apply, adapted to each customer segment.

Mostly picked by

Updated November 2, 2026

Card for the “Customer onboarding playbook” skill

Details

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

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What you get

  • SKILL.md: onboarding phases and milestones per step
  • SKILL.md: touchpoint cadence and success metrics

Good fit for

  • You are launching an onboarding programme for new customers
  • Your customers take too long to reach their first result

Not for

    Tags

    • onboarding
    • customer success
    • milestones
    • playbook

    About

    You say

    “Design the onboarding playbook for our business plan, in three phases with measurable milestones.”

    Card for the “Customer onboarding playbook” skill

    Skill published by guia-matthieu 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 design a customer onboarding path with milestones and success metrics
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.7 KB

    Origin and licence

    Listed unmodified

    Author
    guia-matthieu
    Source
    github.com/guia-matthieu/clawfu-skills/tree/4108f5c010ccaa8b5707fa05ca1d888ae167e548/skills/customer-success/onboarding-orchestrator
    Licence
    MIT

    Notice

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

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