customer-onboarder - Run the Day-0 customer onboarding playbook
Runs the new-customer onboarding checklist across email, scheduling, Notion, Slack, CRM, and milestone tracking.
Tags
Updated: 2026-10-06Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Read brand context
- Resolve customer records
- Resolve plan tiers
- Check duplicate onboarding
- Select tier playbooks
- Compute milestone dates
- Create Gmail drafts
- Schedule kickoff calls
- Create Notion workspaces
- Notify CS teams
- Track onboarding milestones
- Write CRM audit trails
Inputs
- Customer record
- Plan tier
- Trigger source
- Manual override flag
- Brand context files
- CRM database ID
- Customer database ID
- Trigger event timestamp
Outputs
- Welcome email draft
- Kickoff booking
- Notion customer workspace
- Slack notification
- Milestone schedule
- CRM audit trail
- Onboarding status
Requirements
- Active brand configuration
- Read access to brand files
- Stripe MCP access
- Calendly MCP access
- Gmail MCP access
- Notion MCP access
- Slack MCP access
- CRM database access
- Customer database access
- DEFAULT_BRAND environment variable
- Configured customer database setting