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Onboarding Project Tracker
Tracks onboarding tasks and milestones across all active customers so nothing slips and handoffs are clean.
AL
Alex Khan
Author
How you'll use it— real 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
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to Ticketing, CRM, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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