Generate a customer onboarding checklist from template.
Generates a structured customer onboarding checklist with weekly tasks, creating a new note in the customer folder. Use this when starting work with a new customer to ensure consistent onboarding processes.
/plugin marketplace add bencassie/flywheel/plugin install flywheel@flywheelGenerate a customer onboarding checklist from template.
/onboard-customer "Acme Corp" # New customer onboarding
Customer Onboarding
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Creating onboarding checklist for Acme Corp
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| Action | Target | Notes |
|---|---|---|
| Checklist | New note | Customer folder |
| Tasks | Checklist items | Trackable tasks |
Customer Onboarding: Acme Corp
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Created: customers/Acme Corp/Onboarding.md
ONBOARDING CHECKLIST:
## Week 1: Setup
- [ ] Create customer folder
- [ ] Initial discovery call
- [ ] Document requirements
- [ ] Setup access credentials
## Week 2: Implementation
- [ ] Configure environment
- [ ] Data migration
- [ ] Integration setup
- [ ] Initial training
## Week 3: Go-Live
- [ ] User acceptance testing
- [ ] Go-live support
- [ ] Documentation handoff
- [ ] Success metrics baseline
## Ongoing
- [ ] Weekly check-ins
- [ ] Monthly reviews
- [ ] Quarterly business reviews
CONTACTS:
Primary: (add contact)
Technical: (add contact)
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