onboarding-checklist

---
name: onboarding-checklist
description: Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.
license: MIT
---

# 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:

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

## Workflow

1. Collect all five required inputs from the user.
2. Classify the engagement type (Consulting, SaaS, or Agency) using `references/engagement-types.md`. This classification drives the structure and tone of the entire checklist.
3. 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.
4. Apply timeline scaling rules from `references/scaling-and-pitfalls.md` based on the specified duration.
5. Apply team-size scaling rules from `references/scaling-and-pitfalls.md` based on team composition.
6. Generate all five email templates with full body content per `references/email-templates.md`.
7. Compile the complete `onboarding-checklist.md` following `references/output-template.md`. Apply the per-type adaptations in `references/engagement-types.md`.
8. Verify the result against the quality checklist and common pitfalls in `references/scaling-and-pitfalls.md`.
9. 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).