The Client Onboarding skill teaches an agent how to bring a new client up to speed: intake, kickoff, and a 30-60-90 plan that sets expectations early. It adds the frameworks that make the first ninety days feel handled instead of improvised.
Milestone plans that set expectations for the first three months.
The questions that surface goals, assets, and risks before work begins.
Meeting structures that align everyone on scope, roles, and next steps.
What to capture so the delivery team starts with full context.
Open any agent, pick this skill from the library, and it loads the frameworks into that agent.
Override the prompt context for one agent without changing the library copy. One skill, many variants.
Combine skills on a single agent so it carries every framework the job needs at once.
Ticket response frameworks, escalation matrix, and CSAT tracking.
Comment triage, spam handling, replies and engagement, and turning comments into assets.
Turn support tickets into help articles, macros, and bot answers that deflect repeat volume.
Skills are included on every Helm plan. Enable this one on any agent and it starts applying the frameworks right away.