beta-client-onboarding

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.
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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