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Onboarding Project Tracker
Tracks onboarding tasks and milestones across all active customers so nothing slips.
- All onboardings tracked
- Tasks and milestones managed
- Overdue/at-risk flagged
AL
Alex Khan
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“show onboarding status across customers and flag what's at risk”
Surfaces issues before they become problems.
“Summarise all open tickets for Acme Corp and give me a health score before my QBR call with them tomorrow”
Account briefing ready in 30 seconds
“Draft a response to this frustrated customer who's been waiting 3 days for their refund — empathetic, clear ETA, retention focus”
De-escalation response that doesn't sound like a template
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
Ticketing
CRM
ExtraSlackExtra
CRMExtraSlackExtraConnects to Ticketing, CRM, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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