onboarding

name	onboarding
description	New business onboarding: connect tools, record business context, configure day-1 workflows, and set reporting baseline. Triggers on: onboard, setup, get started, initial setup, new business setup.

Onboarding

Purpose

Get a new small business fully operational: record business context, connect tools, configure day-1 workflows, and establish a reporting baseline.

Workflow

1. Record business profile

   • Industry, sub-sector
   • Team size and key roles
   • Current tools and software stack
   • Key business metrics the owner tracks (revenue, cash, customers, etc.)
   • Reporting preferences (cadence, format, recipients)

2. Verify tool connections

   • 财务软件：用友、金蝶、畅捷通（适合内资小微）/ QuickBooks、Xero（外资 / 跨境业务）
   • 协同与沟通：企业微信 / 钉钉 / 飞书（含审批、考勤、文档、视频会议）
   • CRM：企业微信、纷享销客、有赞CRM / HubSpot、Salesforce（外资 / B2B SaaS 场景）
   • 开票与税务：电子税务局账号、增值税开票软件、税控盘 / Ukey
   • 银行：对公账户网银（招商、工行、建行等主流）
   • 日历与会议：飞书日历 / 钉钉日历 / 企微日程
   • For each tool:
     • 已连接：核对数据通路、同步频率
     • 未连接：给出接入步骤或降级到 Excel 的临时流程
     • 缺失但对该业务关键：标记并建议优先补齐

3. Configure day-1 workflows

   • Invoicing: template, send schedule, payment terms
   • Expenses: categories, receipt process, reimbursement rules
   • Pipeline: stages, deal values, follow-up cadence
   • Calendar: recurring meetings, deadline reminders
   • Comms: channel setup (email, chat), notification preferences

4. Set reporting baseline

   • Hand off to business-reporting skill to generate initial snapshot
   • Confirm metrics that matter most to the owner
   • Set default reporting cadence (daily snapshot, Monday brief, etc.)

5. Deliver 30-day next-steps checklist

   • Week 1: Tool connections and day-1 workflows live
   • Week 2: First full reporting cycle, refine workflows
   • Week 3: Optimize based on initial data, add automation
   • Week 4: Review baseline, adjust reporting, plan next quarter

Output Format

## Business Profile

| Field | Value |
|-------|-------|
| Industry | ... |
| Team Size | ... |
| Tools | ... |

## Tool Connection Status

| Tool | Status | Action Needed |
|------|--------|---------------|
| 财务软件 | ✅ Connected | Confirm sync |
| CRM | ❌ Not connected | Setup required |

## Day-1 Workflows

### Invoicing
- Template: [details]
- Send schedule: [details]

### Expenses
- Categories: [list]
- Receipt process: [details]

[... etc.]

## 30-Day Checklist

- [ ] Week 1: ...
- [ ] Week 2: ...
- [ ] Week 3: ...
- [ ] Week 4: ...

Notes

• Don't assume tool choices — ask what the business currently uses
• If a business doesn't use a tool (e.g., no CRM), provide a lightweight alternative rather than pushing a tool
• The 30-day checklist should be specific to the business type and size, not generic