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BytesAgain β€Ί Skills β€Ί Nex Onboarding
πŸ¦€ ClawHub

Nex Onboarding

by @nexaiguy

Comprehensive client onboarding workflow management system for web agencies, design studios, and service providers. Manage complete client setup processes fr...

Versionv1.0.0
Downloads340
Stars⭐ 2
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TERMINAL
clawhub install nex-onboarding

πŸ“– About This Skill

name: nex-onboarding description: Comprehensive client onboarding workflow management system for web agencies, design studios, and service providers. Manage complete client setup processes from contract signing through go-live with structured checklists (opstarten), task progress tracking, and bottleneck detection. Create onboarding workflows covering administrative tasks (contract, payment processing, afronding), technical setup (domain configuration, DNS transfers, SSL certificates, email setup), design and branding (logo requests, brand guidelines), content gathering, and communication milestones (welcome emails, kickoff calls, training, feedback collection). Track progress with completion percentages, visual checklists, and status indicators. Mark steps complete, skip steps when clients handle them independently, or block steps when waiting on client input. Identify most commonly blocked steps to improve workflow efficiency. Assign onboarding steps to team members, export progress data for reporting, and view onboarding statistics across multiple active clients. Support different engagement tiers (starter, standard, premium, enterprise) with customizable templates. Perfect for Belgian agency operators who need systematic client onboarding to reduce errors, improve client satisfaction, and scale client acquisition. version: 1.0.0 metadata: clawdbot: emoji: "πŸš€" requires: bins: - python3 env: [] primaryEnv: "" homepage: https://nex-ai.be files: - "nex-onboarding.py" - "lib/*" - "setup.sh"

Nex Onboarding

Client Onboarding Checklist Runner for agency operators. Manage the complete client setup workflow from contract to go-live, track progress, and ensure nothing falls through the cracks.

When to Use

Use this skill when the user asks about:

  • Starting a new client onboarding
  • Tracking onboarding progress for a client
  • Marking onboarding steps as complete, blocked, or skipped
  • Viewing the next action item in an onboarding workflow
  • Managing multiple active onboardings
  • Exporting onboarding data
  • Viewing onboarding statistics
  • Managing onboarding templates

    • Trigger phrases: "start onboarding", "new client", "nieuwe klant", "checklist", "opstarten", "go-live", "setup client", "next step", "onboarding progress"

    Quick Setup

    If the database does not exist yet, run the setup script:

    bash setup.sh

    This creates the data directory, initializes the database, and sets up the command wrapper.

    Available Commands

    Start Onboarding

    Start a new client onboarding:

    nex-onboarding start "Bakkerij Peeters" --tier starter --email "info@bakkerijpeeters.be"

    Options:

  • --email - Client email address
  • --phone - Client phone number
  • --tier - Retainer tier (starter, standard, premium, enterprise)
  • --template - Template to use (default: default)
  • --assigned-to - Assign to team member

    • Progress

    Show complete onboarding progress with checklist:

    nex-onboarding progress "Bakkerij Peeters"

    Shows:

  • Overall progress percentage
  • Completed/total steps
  • Visual checklist with status indicators
  • Next step to work on
  • Any blocked steps

    • Next Step

    Show the next pending step:

    nex-onboarding next "Bakkerij Peeters"

    Mark it complete with the --done flag:

    nex-onboarding next "Bakkerij Peeters" --done --notes "Kickoff call completed"

    Complete Step

    Mark a specific step as complete:

    nex-onboarding complete "Bakkerij Peeters" 5 --notes "Logo received via email"

    Skip Step

    Skip a step (e.g., client handles it themselves):

    nex-onboarding skip "Bakkerij Peeters" 12 --reason "Client manages email forwarding"

    Block Step

    Block a step when waiting on something:

    nex-onboarding block "Bakkerij Peeters" 6 --reason "Waiting for content from client"

    List Onboardings

    List all active onboardings:

    nex-onboarding list --status active

    Filter by tier:

    nex-onboarding list --tier starter

    Show Details

    Show full onboarding details:

    nex-onboarding show "Bakkerij Peeters"

    Finish Onboarding

    Complete an entire onboarding:

    nex-onboarding finish "Bakkerij Peeters"

    Pause Onboarding

    Pause an onboarding:

    nex-onboarding pause "Bakkerij Peeters"

    Statistics

    View onboarding statistics:

    nex-onboarding stats

    Shows:

  • Total and active onboardings
  • Completion rate
  • Bottleneck steps (most commonly blocked)

    • Export

    Export onboarding data:

    nex-onboarding export "Bakkerij Peeters" --format json --output bakkerij.json

    Formats: json or csv

    Templates

    List available templates:

    nex-onboarding template list

    Show template details:

    nex-onboarding template show default

    Default Onboarding Checklist

    The default template includes 20 steps across 7 categories:

    Admin

    1. Contract & betaling - Contract signed, first payment received 20. Afronding - Complete onboarding, transition to retainer support

    Technical

    2. Subdomein aanmaken - Configure demo.clientname.nex-ai.be on Cloudflare 3. GHL sub-account - Create and configure GoHighLevel sub-account 9. DNS overdracht - Point domain to new hosting/Cloudflare 10. Google Analytics/Search Console - Set up analytics and Search Console 11. SSL certificaat - Configure SSL via Cloudflare 12. Email forwarding - Configure email forwarding for client domain 16. Domein live zetten - Switch DNS to production

    Design

    5. Logo & branding opvragen - Request logo, colors, fonts from client

    Content

    6. Content verzamelen - Request text, photos, testimonials

    Communication

    7. Welkomstmail sturen - Send onboarding welcome email with timeline 8. Kickoff call plannen - Schedule first video call with client 17. Klant training - Brief training on CMS/dashboard usage 19. Feedback vragen - Check feedback and satisfaction after 1 week

    Delivery

    4. Demo website bouwen - Build demo site on subdomain 18. Handover documentatie - Share login credentials and documentation

    QA

    13. Formulieren testen - Test contact forms and automations 14. Mobiel testen - Test website on mobile and tablet 15. Go-live check - Final checklist before go-live

    Data Storage

    All data is stored locally in ~/.nex-onboarding/:

  • onboarding.db - SQLite database with all onboarding data
  • templates/ - Custom templates directory

    • Examples

    Scenario: Starting a new web design project

    # Start the onboarding
nex-onboarding start "ECHO Management" --tier premium --email "info@echo.be" --assigned-to "Kevin"
    Check progress
    
nex-onboarding progress "ECHO Management"
    Complete first contract step
    
nex-onboarding next "ECHO Management" --done --completed-by "Kevin"
    Look at next step
    
nex-onboarding next "ECHO Management"

    Scenario: Unblock a waiting step

    # We're waiting on content from client
nex-onboarding block "ECHO Management" 6 --reason "Waiting for testimonials from client"
    Later, when content arrives
    
nex-onboarding complete "ECHO Management" 6 --notes "Received testimonials via email"
    See updated progress
    
nex-onboarding progress "ECHO Management"

    Scenario: Viewing team workload

    # See all active onboardings assigned to a team member by listing and filtering
nex-onboarding list --status active
    Export for reporting
    
nex-onboarding export "ECHO Management" --format csv --output echo_progress.csv

    Architecture

  • lib/config.py - Configuration and default template
  • lib/storage.py - SQLite database layer
  • lib/formatter.py - Output formatting and display
  • nex-onboarding.py - CLI interface with all commands

    • Requirements

  • Python 3.9+
  • No external dependencies

    • License

    MIT-0 License - Copyright 2026 Nex AI (Kevin Blancaflor)

    ⚑ When to Use

    TriggerAction
    - Starting a new client onboarding
    - Tracking onboarding progress for a client
    - Marking onboarding steps as complete, blocked, or skipped
    - Viewing the next action item in an onboarding workflow
    - Managing multiple active onboardings
    - Exporting onboarding data
    - Viewing onboarding statistics
    - Managing onboarding templates
    Trigger phrases: "start onboarding", "new client", "nieuwe klant", "checklist", "opstarten", "go-live", "setup client", "next step", "onboarding progress"

    πŸ’‘ Examples

    Scenario: Starting a new web design project

    # Start the onboarding
nex-onboarding start "ECHO Management" --tier premium --email "info@echo.be" --assigned-to "Kevin"
    Check progress
    
nex-onboarding progress "ECHO Management"
    Complete first contract step
    
nex-onboarding next "ECHO Management" --done --completed-by "Kevin"
    Look at next step
    
nex-onboarding next "ECHO Management"

    Scenario: Unblock a waiting step

    # We're waiting on content from client
nex-onboarding block "ECHO Management" 6 --reason "Waiting for testimonials from client"
    Later, when content arrives
    
nex-onboarding complete "ECHO Management" 6 --notes "Received testimonials via email"
    See updated progress
    
nex-onboarding progress "ECHO Management"

    Scenario: Viewing team workload

    # See all active onboardings assigned to a team member by listing and filtering
nex-onboarding list --status active
    Export for reporting
    
nex-onboarding export "ECHO Management" --format csv --output echo_progress.csv