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Found 469 Skills
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.
Onboard a new repository or a repository with scattered documents into the easysdd system. Two paths are automatically determined: the empty repository path (no spec-like documents or easysdd/ directory in the repository) builds the skeleton from scratch; the migration path (the repository already has scattered documents or partial easysdd/ structure) first generates an audit report + migration mapping plan, which is confirmed by the user one by one before implementation. This skill only does two things: "build the skeleton" and "organize existing documents". After the skeleton is built, all sub-workflows can run directly. Trigger scenarios: the user says "Use easysdd in this project", "Build easysdd structure", "Initialize easysdd", "Migrate to easysdd".
Research and qualify onboarding team referral leads for PostHog. Use this skill when a TAE receives a lead from the onboarding team and needs a full research brief before deciding how to engage. Triggers on 'research this onboarding lead', 'onboarding team referred [company]', 'look into [company] from onboarding', 'qualify this onboarding referral', 'what do we know about [company] from onboarding', or any request to research a company that came through the onboarding pipeline. Also trigger when a TAE pastes a company name and mentions it's from the onboarding team, or says something like 'onboarding sent me [company]', 'got a handoff for [company]', or '[name] from onboarding sent me [company]'. This skill does deep research and qualification, then drafts outreach when the recommendation is to engage.
Guides agents through the first frontend implementation pass from a Google Stitch prototype bundle. Use when the user asks to initialize a frontend project from tech-stack.md, convert design.md/prd.md and Stitch HTML/image prototypes into consistent pages, create mock-data-backed screens with reserved backend API calls, and coordinate every phase with $eliteforge-task-progress-tracker and user confirmations.
Design and execute customer onboarding playbooks with milestones, success metrics, and automated touchpoints
Codebase Onboarding
Design a structured onboarding experience that gets new team members productive in 30, 60, and 90 days. Use when a new hire is joining, when contractors or agency partners need to ramp up, when an existing team is restructuring and members are switching focus, or when current onboarding feels chaotic and slow. Also triggers when one person owns all the tribal knowledge and you need to capture it, when you keep losing people in their first 90 days, or when a new project has many fresh members joining at once. Useful for engineering, design, product, marketing, and operations roles.
Designing first-run product onboarding wizards that get users to the ah-ha moment without overwhelming them. Step architecture, progressive disclosure, escape hatches, completion incentives, drop-off measurement. Honest about tutorial-overload (dump everything upfront), skip-friendly-empty (skipped onboarding leads to abandoned product), and earned-progressive-disclosure (right things at the right moments) patterns. Triggers on onboarding wizard, product onboarding, first-run experience, signup flow, activation flow, FRX, time-to-value, ah-ha moment design. Also triggers when activation rates are low, when users skip onboarding and never return, when onboarding flows are being scoped for the first time, or when audience research shows users not finding key features.
Produce short, punchy iOS app onboarding videos in Remotion that showcase a feature in action by animating isolated pieces of the UI (cropped components, not full screens) with nice UI-like transitions. Use when the user asks to create, build, or generate an onboarding video, app preview, feature demo clip, App Store preview, or any short video that demonstrates a mobile app feature using supplied screenshots.
General OpenTelemetry onboarding style for Superlog managed agents: native APIs, signal quality, env vars, LLM metrics, and smoke checks.
三个手机框并排: splash / value-prop / sign-in