LISTENINGPOST

Onboarding

New Customer Onboarding Plan

Plan a customer rollout from agreed scope and prerequisites.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Plan a customer rollout from agreed scope and prerequisites.

What it covers

Inputs

Customer, executed commitments, success criteria, rollout dates.

Result

Customer onboarding plan with milestones, responsibilities and unresolved prerequisites.

What it uses

People recordsCalendarEmailDocumentsSlackProject toolsKeep memory
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Rippling, Google Workspace, Slack, Linear, Keep memory.

Procedure

  1. Call keep_status and report freshness for: Rippling, Google Workspace, Slack, Linear, Keep memory. If a required connector for New Customer Onboarding Plan is disconnected or stale, say so up front.
  2. Resolve inputs for New Customer Onboarding Plan: person, role, project_key, day_n. Default time window: ramp plan window (first 30/60/90 days) (override if caller provides time_window). Ask only for missing critical.
  3. keep_memory_read for open tasks, decisions, and handoffs relevant to New Customer Onboarding Plan (filter out unrelated day-plan noise).

Related skills

Onboarding →
New Engineer Codebase Tour→Build a navigable introduction to an actual codebase.New Exec Ramp→Prepare new exec ramp. Uses person, role, project key, day n.New Hire 30-60-90 Context→Plan onboarding against the role's actual outcomes.