Client Onboarding Designer
Designs personalized client onboarding workflows, including emails, checklists, and training materials, to maximize engagement and retention.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add client-onboarding-designer npx -- -y @trustedskills/client-onboarding-designer
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"client-onboarding-designer": {
"command": "npx",
"args": [
"-y",
"@trustedskills/client-onboarding-designer"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The Client Onboarding Designer skill helps AI agents create and optimize client onboarding workflows. It designs personalized experiences including emails, checklists, and training materials to improve client engagement and retention. The skill follows a structured process of discovery, planning, execution, review, and optimization to ensure high-quality results aligned with business objectives.
When to use it
- To improve overall business operations and strategy related to client onboarding.
- When data-driven decisions are needed to optimize client onboarding processes and outcomes.
- For refining existing client onboarding workflows for better performance.
Key capabilities
- Creates client onboarding designers from scratch, following a defined workflow (Discovery, Planning, Execution, Review, Optimization).
- Optimizes existing client onboarding designs through research, analysis, decision-making, implementation, and measurement.
- Incorporates industry best practices into the design process.
- Provides checklists to ensure quality and alignment with objectives.
- Integrates with common business platforms and tools.
Example prompts
- "Create a client onboarding designer for new SaaS users."
- "Review and optimize our existing email sequence for client onboarding."
- "What are the best practices for designing a client onboarding checklist?"
Tips & gotchas
- Start with clear objectives: Define what success looks like before beginning work.
- Research is crucial: Skipping research can lead to misaligned solutions; invest time in understanding the context.
- Not suitable for creative design or technical coding tasks.
Tags
TrustedSkills Verification
Unlike other registries that point to live repositories, TrustedSkills pins every skill to a verified commit hash. This protects you from malicious updates — what you install today is exactly what was reviewed and verified.
Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.