Free business agent skill

Build a Customer Onboarding Journey

Give each new customer a smooth start. Keep tasks, dates, and owners clear.

No card. No subscription. One short feedback email.

Illustrated SFP digital specialist helping a business team I want every new customer to receive a clear and consistent start
Illustrative SFP agent view
Built to save repeated work

Spend less time re-explaining the business to your agent.

This skill carries a reusable intelligence layer for build a customer onboarding journey: focused context, workflow-fit personalization, evidence-led research, expert acceptance checks, and a defensible record of the work it helped remove.

01 · Reusable context

Bring the right facts once.

A local context tool turns scope, rules, sources, prior decisions, and conflicts into a compact brief the next run can reuse.

Less repeated prompting and source hunting
02 · Applied expertise

Research only when the job needs it.

Workflow-specific guidance defines strong sources, freshness, quality checks, expertise boundaries, and when research can stop.

More focused analysis with traceable evidence
03 · Value evidence

Show what work changed.

A comparison tool records minutes, manual steps, tokens, source opens, rework, and completed outputs against a comparable baseline.

Measured or clearly labeled as estimated
04 · Personalization fit

Fit the way your business actually runs.

Workflow-specific questions capture systems, terminology, policies, thresholds, owners, and operating constraints. Critical gaps hold only the outputs they affect.

Draft, review, and operational readiness
05 · Expert review

Built for the questions a practitioner will ask.

Each output carries anticipated expert concerns, evidence requirements, pass conditions, hold conditions, and a controlled revision path.

Actual reviewer feedback stays separately attributed
What you get

One full job. 6 guided parts. 6 useful outputs.

Turn a signed customer into a coordinated kickoff, activation, education, milestone, risk, communication, and success-measure plan.

6Guided work parts6Ready-to-use outputs3Built-in work checks4Local Python tools
What it will do

Turn the facts you have into a clear work pack.

Use when customer onboarding spans multiple teams and needs a repeatable path from handoff to first value.

  • Guide your agent through 6 linked parts of the job
  • Use your business facts, rules, owners, and review steps
  • Keep gaps, choices, and next steps easy to see
What it will produce

A complete work pack you can check and use.

  1. 01Customer onboarding brief
  2. 02Kickoff agenda and decision list
  3. 03Milestone and dependency plan
  4. 04Responsibility and communication map
  5. 05Enablement and knowledge checklist
  6. 0630-day activation scorecard and risk register
Guided agent skill

Scoped steps keep this one business job on rails from start to finish.

Reusable intelligence tools

Five context, personalization, research, expert-review, and value tools plus can help with csv, tsv, jsonl, ndjson, and json files. it runs only when you choose to run it.

Review rules

The skill shows missing facts and holds work for you to check.

Setup guide

A START-HERE guide shows what is included and how to use it.

How the work runs

Bring your facts. Get a full work pack you can check.

The skill helps your agent ask for the right facts, do the work in order, and show you a result you can check.

01

Bring what you have

The skill checks your facts and tells you what is missing.

02

Follow a clear path

Your agent works through the job in the same clear order.

03

Check the work

You get a clear result and a list of things that need you.

What to have ready

Use the business facts you already have.

  • Commercial handoff, scope, and success criteria
  • Customer stakeholders, systems, assets, and access needs
  • Implementation steps, education, and support model
  • Owners, milestones, risks, and communication cadence
What gets checked

3 work checks are built in.

  • Success criteria trace to the customer goal and approved commercial scope.
  • Every milestone has an owner, evidence, dependency, due date, and escalation path.
  • The customer sees a clear path to first value and the next mutual review point.
Simple first request
I want every new customer to receive a clear and consistent start.

The skill will ask for the next fact or file. You do not need to know a special command.

When one skill proves useful

Build an agent skill pack for your business.

Choose up to 20 business jobs. We make each skill fit the same business. Your team can use the pack again and again.

  • Free during beta · $49 planned after beta
  • Up to 20 agent skills
  • Made for the same business
Join the free skill pack beta Start with this one free
Questions

Know what happens before you begin.

Is Build a Customer Onboarding Journey really free?

Yes. You can make and download one beta skill per email. No card or plan is needed. We ask to send one feedback email after you try it.

What should I have ready?

Start with commercial handoff, scope, and success criteria, customer stakeholders, systems, assets, and access needs, implementation steps, education, and support model, owners, milestones, risks, and communication cadence. Use copies of your files and remove private information you do not need for the job.

Will the skill take action by itself?

The skill gets the work ready for you. You check each idea and message before it is used, shared, or sent.

How does the skill reduce repeated work and AI context?

It builds a reusable context brief, loads detailed evidence only when a stage needs it, checks the operating context for this workflow, audits research sources, and compares a like-for-like baseline with the assisted run. Token counts are planning estimates unless provider usage is supplied, and no savings are guaranteed.

How is the skill personalized and expert-reviewed?

Each skill has workflow-specific questions for systems, policies, owners, thresholds, terminology, and operating constraints. It reports which outputs are ready, partial, or blocked, then provides anticipated practitioner concerns and acceptance tests. Those concerns are a review rubric—not customer feedback or an endorsement—and actual reviewer comments stay separately attributed.

What is the ZIP file?

A ZIP is a way to send the agent skill in one file. Opening it does not install or run anything. An optional helper tool runs only when you choose to run it.

What if I need more than one agent skill?

The Personalized AI Skill Pack gives you up to 20 agent skills for the same business. It is free during beta, with a planned $49 price after beta.