Onboarding Checklist Generator

Generate a comprehensive, customized client onboarding checklist saved as onboarding-checklist.md in the current working directory. The checklist is actionable, phase-structured, and tailored to the specific engagement type.

Contents

• references/output-template.md -- Full output structure: header block, four phases, handoff criteria, formatting rules.
• references/engagement-types.md -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines.
• references/task-banks.md -- Reference task pools per engagement type and phase.
• references/email-templates.md -- The five required email templates, their structure, and content guidelines.
• references/scaling-and-pitfalls.md -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist.

Required Inputs

Gather these before generating. If any are missing, ask for them explicitly: