Community template
Customer onboarding email
Writes a warm, structured onboarding email from account setup notes.
CommunicationClientsProseConversational tone3 steps731 installs
SKILL.mdReady to download
1---
2name: "onboarding-email"
3title: "Customer onboarding email"
4description: "Writes a warm, structured onboarding email from account setup notes."
5audience: "clients"
6format: "prose"
7tone: "conversational"
8triggers:
9 - "customer onboarding email"
10 - "welcome email"
11 - "draft the first customer message"
12---
13
14## Overview
15This skill handles **Customer onboarding email**. It produces prose output in a conversational voice, written for clients.
16When this skill is triggered, expect the user to provide: **Account setup notes, milestones, owner details, and first-step guidance**. If this input has not been provided, ask for it before proceeding — do not guess or use placeholder data.
17## Process
181. Welcome the customer and confirm the outcome of the setup.
192. Explain the next 2-3 actions they should take in the right order.
203. Close with a named contact, response expectations, and encouragement to ask questions.
21## Quality Standards
22- Write as if speaking directly to the client
23- Explain any technical terms on first use
24- Lead with what matters most to the client, not internal priorities
25- End with a clear, friendly next step
26
27## What to Avoid
28
29- Do not overload the first email with every product detail or internal process.
30
31## Example Triggers
32- "customer onboarding email"
33- "welcome email"
34- "draft the first customer message"Need a version tailored to your own workflow?
Build a custom skill, download it instantly, and publish it when you want a shareable link.
Build your own skill