Content Preview
# Customer Onboarding Checklist (90-Day) **Customer:** [Customer Name] **Segment:** [Enterprise / Mid-Market / SMB] **CSM:** [CSM Name] **Kickoff Date:** [Date] **Target Go-Live:** [Date] **Target First Value Date:** [Date -- must be within 30 days] --- ## Phase 1: Welcome and Setup (Days 1-14) ### Pre-Kickoff Preparation (Day 0) - [ ] Review signed contract and SOW for scope and commitments - [ ] Research customer's industry, business model, and competitive landscape - [ ] Review handoff n
How to Use
Recommended: Install to project (local)
mkdir -p .claude/skills
curl -o .claude/skills/onboarding_checklist_template.md \
https://raw.githubusercontent.com/alirezarezvani/claude-skills/main/business-growth/customer-success-manager/assets/onboarding_checklist_template.mdSkill is scoped to this project only. Add .claude/skills/ to your .gitignoreif you don't want to commit it.
Alternative: Clone full repo
git clone https://github.com/alirezarezvani/claude-skillsThen reference at business-growth/customer-success-manager/assets/onboarding_checklist_template.md
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