Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.
NewMaintained
Automatic
◆Customer Success pack
Last verified 8/24/2026
What it changes
Passed 10 of 21 test cases with the skill, and 12 of 21 without it.
Without skill59%
With skill45%
Checks it passed that the model alone missed
Asks the user to provide the tech stack.
Includes a section for handoff criteria.
Requests missing required input parameters before generating the checklist.
3 fixed7 passed either way6 still failing6 broke
Pass-rate lift
-14 pp
Tokens
+44%
Agent turns
0%
Response time
+154%
Model gemini-3.6-flashMeasured 8/24/2026v110 of 22 cases passed with skill · 21 comparable
Tokens, turns and time describe resource use, not a dollar price.
See it in action
One of 3 test cases the skill fixed. Same model, same prompt, with and without the skill.
1 of 3
Prompt
We need an onboarding checklist generated for a consulting project. Client: Regional Healthcare Chain. Services: Cybersecurity compliance audit. Team Size: 3 auditors on our side, 4 compliance officers on their side.
What was checked, without and with the skill
Checked
Without skill
With skill
Asks the user to provide the tech stack.
Missed
Passed
case-08 · gemini-3.6-flash · 8/24/2026 · answers are capped and redacted
What's inside
The instructions your model reads when the skill loads.
SKILL.md34 lines6 files
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.
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.