onboarding-specialist

Name: onboarding-specialist
Author: ncklrs

143installs3forks

How to install onboarding-specialist?

ncklrs/startup-os-skills/onboarding-specialist

$npx -y skills add ncklrs/startup-os-skills --skill onboarding-specialist

Installs into the current project.

Summary

Expert customer onboarding guidance for accelerating time-to-value and ensuring successful implementations. Use when designing onboarding programs, creating kickoff frameworks, building implementation plans, or optimizing customer activation. Use for training delivery, go-live re

Files · 1

View on GitHub

SKILL.md

1	# Onboarding Specialist
2
3	Expert guidance for transforming new customers into successful, activated users. The onboarding phase is the most critical window for customer retention — get it right, and you create advocates; get it wrong, and you create churn.
4
5	## Philosophy
6
7	Customer onboarding is not a checklist — it's a transformation:
8
9	1. Time-to-value is everything — Every day before value is a day closer to churn
10	2. Onboarding is not training — It's guiding customers to their specific outcomes
11	3. Structured flexibility — Framework with personalization, not rigid scripts
12	4. Proactive, not reactive — Anticipate obstacles before they become blockers
13	5. Handoff is a process — From sales to CS to ongoing success
14
15	## How This Skill Works
16
17	When invoked, apply the guidelines in `rules/` organized by:
18
19	- `program-*` — Onboarding program design and kickoff frameworks
20	- `implementation-*` — Project management and execution
21	- `training-*` — Enablement and learning delivery
22	- `handoff-*` — Sales to CS transitions
23	- `automation-*` — Tech-touch and scaled onboarding
24	- `signals-*` — Early warning detection and intervention
25	- `golive-*` — Readiness criteria and launch success
26
27	## Core Frameworks
28
29	### The Onboarding Journey
30
31	```
32	┌─────────────────────────────────────────────────────────────────────────┐
33	│ │
34	│ HANDOFF → KICKOFF → CONFIGURE → TRAIN → PILOT → GO-LIVE → TRANSITION │
35	│ │
36	│ ↓ ↓ ↓ ↓ ↓ ↓ ↓ │
37	│ Context Alignment Setup Skills Validate Launch Ongoing │
38	│ Transfer & Goals & Data & Usage & Iterate Success Success │
39	│ │
40	└─────────────────────────────────────────────────────────────────────────┘
41	```
42
43	### Onboarding Segmentation Model
44
45	\| Segment \| ARR Range \| Touch Model \| Duration \| Resources \|
46	\|---------\|-----------\|-------------\|----------\|-----------\|
47	\| Enterprise \| $100K+ \| High-touch, dedicated CSM \| 90-180 days \| Implementation team \|
48	\| Mid-Market \| $25K-$100K \| Medium-touch, pooled CSM \| 60-90 days \| Shared resources \|
49	\| SMB \| $5K-$25K \| Low-touch, digital-led \| 30-60 days \| Scaled programs \|
50	\| Self-Serve \| <$5K \| Tech-touch, automated \| 14-30 days \| In-app + email \|
51
52	### Time-to-Value Framework
53
54	\| Milestone \| Definition \| Target \| Measurement \|
55	\|-----------\|------------\|--------\|-------------\|
56	\| Time to First Login \| Account created to first access \| <24 hours \| Login event \|
57	\| Time to Setup \| First login to basic config \| <3 days \| Config complete \|
58	\| Time to First Value \| Setup to "aha moment" \| <7 days \| Value event \|
59	\| Time to Full Value \| First value to adoption \| <30 days \| Usage metrics \|
60	\| Time to Expansion \| Adoption to growth \| 60-90 days \| Upsell/add users \|
61
62	### The IMPACT Kickoff Framework
63
64	\| Phase \| Focus \| Key Actions \|
65	\|-------\|-------\|-------------\|
66	\| Introductions \| People & roles \| Stakeholder mapping, team intros \|
67	\| Mutual objectives \| Aligned goals \| Success criteria definition \|
68	\| Plan \| Timeline & milestones \| Project plan creation \|
69	\| Accountability \| Ownership \| RACI establishment \|
70	\| Communication \| Rhythm & channels \| Meeting cadence, tools \|
71	\| Timeline \| Critical dates \| Go-live target, checkpoints \|
72
73	### Customer Health During Onboarding
74
75	\| Indicator \| Green \| Yellow \| Red \|
76	\|-----------\|-------\|--------\|-----\|
77	\| Engagement \| Active participation \| Sporadic responses \| No-shows, silence \|
78	\| Progress \| On or ahead of plan \| Minor delays \| Significantly behind \|
79	\| Adoption \| Using core features \| Limited exploration \| No usage \|
80	\| Sentiment \| Enthusiastic \| Concerned \| Frustrated \|
81	\| Champion \| Strong advocate \| Neutral \| Absent/departed \|
82
83	### Onboarding Metrics
84
85	\| Metric \| Formula \| Benchmark \|
86	\|--------\|---------\|-----------\|
87	\| Time to First Value \| Days from signup to value event \| <7 days \|
88	\| Onboarding Completion Rate \| Completed / Started \| 85%+ \|
89	\| Time to Go-Live \| Days from kickoff to production \| By segment \|
90	\| Onboarding NPS \| Post-onboarding survey \| 50+ \|
91	\| 90-Day Retention \| Still active at day 90 \| 95%+ \|
92	\| Feature Adoption \| Core features used / Available \| 60%+ \|
93	\| Onboarding Effort Score \| Customer effort rating \| <3 (1-5 scale) \|
94
95	### Risk Categories
96
97	\| Category \| Signals \| Intervention \|
98	\|----------\|---------\|--------------\|
99	\| **Technic

People who liked this also viewed

6 picks

Type

onboarding-specialist

143installs3forks

View on GitHub

How to install onboarding-specialist?

ncklrs/startup-os-skills/onboarding-specialist

$npx -y skills add ncklrs/startup-os-skills --skill onboarding-specialist

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Onboarding Specialist
2
3	Expert guidance for transforming new customers into successful, activated users. The onboarding phase is the most critical window for customer retention — get it right, and you create advocates; get it wrong, and you create churn.
4
5	## Philosophy
6
7	Customer onboarding is not a checklist — it's a transformation:
8
9	1. Time-to-value is everything — Every day before value is a day closer to churn
10	2. Onboarding is not training — It's guiding customers to their specific outcomes
11	3. Structured flexibility — Framework with personalization, not rigid scripts
12	4. Proactive, not reactive — Anticipate obstacles before they become blockers
13	5. Handoff is a process — From sales to CS to ongoing success
14
15	## How This Skill Works
16
17	When invoked, apply the guidelines in `rules/` organized by:
18
19	- `program-*` — Onboarding program design and kickoff frameworks
20	- `implementation-*` — Project management and execution
21	- `training-*` — Enablement and learning delivery
22	- `handoff-*` — Sales to CS transitions
23	- `automation-*` — Tech-touch and scaled onboarding
24	- `signals-*` — Early warning detection and intervention
25	- `golive-*` — Readiness criteria and launch success
26
27	## Core Frameworks
28
29	### The Onboarding Journey
30
31	```
32	┌─────────────────────────────────────────────────────────────────────────┐
33	│ │
34	│ HANDOFF → KICKOFF → CONFIGURE → TRAIN → PILOT → GO-LIVE → TRANSITION │
35	│ │
36	│ ↓ ↓ ↓ ↓ ↓ ↓ ↓ │
37	│ Context Alignment Setup Skills Validate Launch Ongoing │
38	│ Transfer & Goals & Data & Usage & Iterate Success Success │
39	│ │
40	└─────────────────────────────────────────────────────────────────────────┘
41	```
42
43	### Onboarding Segmentation Model
44
45	\| Segment \| ARR Range \| Touch Model \| Duration \| Resources \|
46	\|---------\|-----------\|-------------\|----------\|-----------\|
47	\| Enterprise \| $100K+ \| High-touch, dedicated CSM \| 90-180 days \| Implementation team \|
48	\| Mid-Market \| $25K-$100K \| Medium-touch, pooled CSM \| 60-90 days \| Shared resources \|
49	\| SMB \| $5K-$25K \| Low-touch, digital-led \| 30-60 days \| Scaled programs \|
50	\| Self-Serve \| <$5K \| Tech-touch, automated \| 14-30 days \| In-app + email \|
51
52	### Time-to-Value Framework
53
54	\| Milestone \| Definition \| Target \| Measurement \|
55	\|-----------\|------------\|--------\|-------------\|
56	\| Time to First Login \| Account created to first access \| <24 hours \| Login event \|
57	\| Time to Setup \| First login to basic config \| <3 days \| Config complete \|
58	\| Time to First Value \| Setup to "aha moment" \| <7 days \| Value event \|
59	\| Time to Full Value \| First value to adoption \| <30 days \| Usage metrics \|
60	\| Time to Expansion \| Adoption to growth \| 60-90 days \| Upsell/add users \|
61
62	### The IMPACT Kickoff Framework
63
64	\| Phase \| Focus \| Key Actions \|
65	\|-------\|-------\|-------------\|
66	\| Introductions \| People & roles \| Stakeholder mapping, team intros \|
67	\| Mutual objectives \| Aligned goals \| Success criteria definition \|
68	\| Plan \| Timeline & milestones \| Project plan creation \|
69	\| Accountability \| Ownership \| RACI establishment \|
70	\| Communication \| Rhythm & channels \| Meeting cadence, tools \|
71	\| Timeline \| Critical dates \| Go-live target, checkpoints \|
72
73	### Customer Health During Onboarding
74
75	\| Indicator \| Green \| Yellow \| Red \|
76	\|-----------\|-------\|--------\|-----\|
77	\| Engagement \| Active participation \| Sporadic responses \| No-shows, silence \|
78	\| Progress \| On or ahead of plan \| Minor delays \| Significantly behind \|
79	\| Adoption \| Using core features \| Limited exploration \| No usage \|
80	\| Sentiment \| Enthusiastic \| Concerned \| Frustrated \|
81	\| Champion \| Strong advocate \| Neutral \| Absent/departed \|
82
83	### Onboarding Metrics
84
85	\| Metric \| Formula \| Benchmark \|
86	\|--------\|---------\|-----------\|
87	\| Time to First Value \| Days from signup to value event \| <7 days \|
88	\| Onboarding Completion Rate \| Completed / Started \| 85%+ \|
89	\| Time to Go-Live \| Days from kickoff to production \| By segment \|
90	\| Onboarding NPS \| Post-onboarding survey \| 50+ \|
91	\| 90-Day Retention \| Still active at day 90 \| 95%+ \|
92	\| Feature Adoption \| Core features used / Available \| 60%+ \|
93	\| Onboarding Effort Score \| Customer effort rating \| <3 (1-5 scale) \|
94
95	### Risk Categories
96
97	\| Category \| Signals \| Intervention \|
98	\|----------\|---------\|--------------\|
99	\| **Technic

People who liked this also viewed

6 picks

Type