Beta Client Onboarding

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version: 1.0.0 name: beta-client-onboarding description: Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts. metadata: openclaw: emoji: "🤝" requires: bins: [python3] always: false

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Client Onboarding Skill

Overview

Handles the complete client onboarding process for Beta AI Agent.

Features

Welcome email sequences

Document collection tracking

Intake form management

Kickoff scheduling

Progress tracking for multiple tracks

Stalled account reminders

Usage

Activated automatically when a new client engagement begins.

Requirements

Python 3

Email integration

Calendar access