Client Onboarding

Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.

Design and execute customer onboarding that drives activation and retention. Use when building onboarding flows for new users, reducing churn in the first 30 days, improving time-to-value, or creating onboarding sequences (email, in-app, or manual). Covers activation metrics, onboarding step design, friction reduction, and measuring onboarding success. Trigger on "customer onboarding", "onboarding flow", "user onboarding", "reduce early churn", "improve activation", "onboarding sequence", "time

Design user onboarding flows that maximize activation and time-to-value.

Generate a complete client onboarding package from a project description. Creates project brief, tech stack, milestones, folder structure, CLAUDE.md, and a r...

Build a personal client system for tracking relationships, projects, documents, and history.

Guide users building a personal CRM from simple files to structured database.