Customer Onboarding Sequence
A trigger/action map, message drafts and an activation measurement plan.
Free · 3 KB · SKILL.md, instructions and example files. Provide product milestones, user permissions and the existing messaging system.
Design a reviewable onboarding sequence tied to activation milestones.
A trigger/action map, message drafts and an activation measurement plan.
What This Pack Gets Done
A worked example
Try this supplied scenario before adapting the workflow to live work.
Input
Activation: first client invoice created. User has registered but has not created an invoice. Stop reminders after activation or opt-out.
Expected result
Trigger: registration without first invoice. Message: show the invoice-template action. Stop: first invoice event or opt-out. Test: duplicate registration event must not send duplicate welcome messages. Status: design; no message has been sent.
What to check: Activation and opt-out both stop reminders; retries cannot create repeated sends.
Limits: No email integration or credentials are bundled. Delivery and consent behavior must be tested in the selected system.
Worked example included. This is an assistant-guided workflow; no unattended integration or vendor benchmark is claimed.
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The Stack
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