Onboarding Checklist

Onboarding Checklist Generator

Generate a comprehensive, customized client onboarding checklist saved as onboarding-checklist.md in the current working directory. The checklist is actionable, phase-structured, and tailored to the specific engagement type.

Contents

• references/output-template.md -- Full output structure: header block, four phases, handoff criteria, formatting rules.
• references/engagement-types.md -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines.
• references/task-banks.md -- Reference task pools per engagement type and phase.
• references/email-templates.md -- The five required email templates, their structure, and content guidelines.
• references/scaling-and-pitfalls.md -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist.

Required Inputs

Gather these before generating. If any are missing, ask for them explicitly:

• Client Type: Industry, company size, maturity (e.g., "Series B fintech startup").
• Services Purchased: Exact scope of work or product tiers.
• Team Size: Number of people on both provider and client sides.
• Tech Stack: Relevant technologies, platforms, tools, integrations.
• Timeline: Total onboarding duration and any hard deadlines.

Workflow

• Collect all five required inputs from the user.
• Classify the engagement type (Consulting, SaaS, or Agency) using references/engagement-types.md. This classification drives the structure and tone of the entire checklist.
• Select and customize tasks from references/task-banks.md, adapting language, deadlines, and owners to the specific engagement. Reflect tech-stack items in relevant tasks.
• Apply timeline scaling rules from references/scaling-and-pitfalls.md based on the specified duration.
• Apply team-size scaling rules from references/scaling-and-pitfalls.md based on team composition.
• Generate all five email templates with full body content per references/email-templates.md.
• Compile the complete onboarding-checklist.md following references/output-template.md. Apply the per-type adaptations in references/engagement-types.md.
• Verify the result against the quality checklist and common pitfalls in references/scaling-and-pitfalls.md.
• Write the file to the current working directory using the Write tool.

10. Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).