Skill: nexaiguy/nex-onboarding (version 1.0.0)

--- name: nex-onboarding description: Comprehensive client onboarding workflow management system for web agencies, design studios, and service providers. Manage complete client setup processes from contract signing through go-live with structured checklists (opstarten), task progress tracking, and bottleneck detection. Create onboarding workflows covering administrative tasks (contract, payment processing, afronding), technical setup (domain configuration, DNS transfers, SSL certificates, email setup), design and branding (logo requests, brand guidelines), content gathering, and communication milestones (welcome emails, kickoff calls, training, feedback collection). Track progress with completion percentages, visual checklists, and status indicators. Mark steps complete, skip steps when clients handle them independently, or block steps when waiting on client input. Identify most commonly blocked steps to improve workflow efficiency. Assign onboarding steps to team members, export progress data for reporting, and view onboarding statistics across multiple active clients. Support different engagement tiers (starter, standard, premium, enterprise) with customizable templates. Perfect for Belgian agency operators who need systematic client onboarding to reduce errors, improve client satisfaction, and scale client acquisition. version: 1.0.0 metadata: clawdbot: emoji: "🚀" requires: bins: - python3 env: [] primaryEnv: "" homepage: https://nex-ai.be files: - "nex-onboarding.py" - "lib/*" - "setup.sh" --- # Nex Onboarding Client Onboarding Checklist Runner for agency operators. Manage the complete client setup workflow from contract to go-live, track progress, and ensure nothing falls through the cracks. ## When to Use Use this skill when the user asks about: - Starting a new client onboarding - Tracking onboarding progress for a client - Marking onboarding steps as complete, blocked, or skipped - Viewing the next action item in an onboarding workflow - Managing multiple active onboardings - Exporting onboarding data - Viewing onboarding statistics - Managing onboarding templates Trigger phrases: "start onboarding", "new client", "nieuwe klant", "checklist", "opstarten", "go-live", "setup client", "next step", "onboarding progress" ## Quick Setup If the database does not exist yet, run the setup script: ```bash bash setup.sh ``` This creates the data directory, initializes the database, and sets up the command wrapper. ## Available Commands ### Start Onboarding Start a new client onboarding: ```bash nex-onboarding start "Bakkerij Peeters" --tier starter --email "[REDACTED_SECRET]" ``` Options: - `--email` - Client email address - `--phone` - Client phone number - `--tier` - Retainer tier (starter, standard, premium, enterprise) - `--template` - Template to use (default: default) - `--assigned-to` - Assign to team member ### Progress Show complete onboarding progress with checklist: ```bash nex-onboarding progress "Bakkerij Peeters" ``` Shows: - Overall progress percentage - Completed/total steps - Visual checklist with status indicators - Next step to work on - Any blocked steps ### Next Step Show the next pending step: ```bash nex-onboarding next "Bakkerij Peeters" ``` Mark it complete with the `--done` flag: ```bash nex-onboarding next "Bakkerij Peeters" --done --notes "Kickoff call completed" ``` ### Complete Step Mark a specific step as complete: ```bash nex-onboarding complete "Bakkerij Peeters" 5 --notes "Logo received via email" ``` ### Skip Step Skip a step (e.g., client handles it themselves): ```bash nex-onboarding skip "Bakkerij Peeters" 12 --reason "Client manages email forwarding" ``` ### Block Step Block a step when waiting on something: ```bash nex-onboarding block "Bakkerij Peeters" 6 --reason "Waiting for content from client" ``` ### List Onboardings List all active onboardings: ```bash nex-onboarding list --status active ``` Filter by tier: ```bash nex-onboarding list --tier starter ``` ### Show Details Show full onboarding details: ```bash nex-onboarding show "Bakkerij Peeters" ``` ### Finish Onboarding Complete an entire onboarding: ```bash nex-onboarding finish "Bakkerij Peeters" ``` ### Pause Onboarding Pause an onboarding: ```bash nex-onboarding pause "Bakkerij Peeters" ``` ### Statistics View onboarding statistics: ```bash nex-onboarding stats ``` Shows: - Total and active onboardings - Completion rate - Bottleneck steps (most commonly blocked) ### Export Export onboarding data: ```bash nex-onboarding export "Bakkerij Peeters" --format json --output bakkerij.json ``` Formats: `json` or `csv` ### Templates List available templates: ```bash nex-onboarding template list ``` Show template details: ```bash nex-onboarding template show default ``` ## Default Onboarding Checklist The default template includes 20 steps across 7 categories: ### Admin 1. Contract & betaling - Contract signed, first payment received 20. Afronding - Complete onboarding, transition to retainer support ### Technical 2. Subdomein aanmaken - Configure demo.clientname.nex-ai.be on Cloudflare 3. GHL sub-account - Create and configure GoHighLevel sub-account 9. DNS overdracht - Point domain to new hosting/Cloudflare 10. Google Analytics/Search Console - Set up analytics and Search Console 11. SSL certificaat - Configure SSL via Cloudflare 12. Email forwarding - Configure email forwarding for client domain 16. Domein live zetten - Switch DNS to production ### Design 5. Logo & branding opvragen - Request logo, colors, fonts from client ### Content 6. Content verzamelen - Request text, photos, testimonials ### Communication 7. Welkomstmail sturen - Send onboarding welcome email with timeline 8. Kickoff call plannen - Schedule first video call with client 17. Klant training - Brief training on CMS/dashboard usage 19. Feedback vragen - Check feedback and satisfaction after 1 week ### Delivery 4. Demo website bouwen - Build demo site on subdomain 18. Handover documentatie - Share login credentials and documentation ### QA 13. Formulieren testen - Test contact forms and automations 14. Mobiel testen - Test website on mobile and tablet 15. Go-live check - Final checklist before go-live ## Data Storage All data is stored locally in `~/.nex-onboarding/`: - `onboarding.db` - SQLite database with all onboarding data - `templates/` - Custom templates directory ## Examples ### Scenario: Starting a new web design project ```bash # Start the onboarding nex-onboarding start "ECHO Management" --tier premium --email "[REDACTED_SECRET]" --assigned-to "Kevin" # Check progress nex-onboarding progress "ECHO Management" # Complete first contract step nex-onboarding next "ECHO Management" --done --completed-by "Kevin" # Look at next step nex-onboarding next "ECHO Management" ``` ### Scenario: Unblock a waiting step ```bash # We're waiting on content from client nex-onboarding block "ECHO Management" 6 --reason "Waiting for testimonials from client" # Later, when content arrives nex-onboarding complete "ECHO Management" 6 --notes "Received testimonials via email" # See updated progress nex-onboarding progress "ECHO Management" ``` ### Scenario: Viewing team workload ```bash # See all active onboardings assigned to a team member by listing and filtering nex-onboarding list --status active # Export for reporting nex-onboarding export "ECHO Management" --format csv --output echo_progress.csv ``` ## Architecture - `lib/config.py` - Configuration and default template - `lib/storage.py` - SQLite database layer - `lib/formatter.py` - Output formatting and display - `nex-onboarding.py` - CLI interface with all commands ## Requirements - Python 3.9+ - No external dependencies ## License MIT-0 License - Copyright 2026 Nex AI (Kevin Blancaflor)


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (HIGH)