smb-onboard

The saved excerpt is a snapshot from when this skill was listed. The external source remains the complete and most current version.

---
name: smb-onboard
description: >
  Claude as the trainer. Walks an SMB owner through connecting their first two
  tools, runs one recipe to prove immediate value, interviews them about their
  business (industry, size, top three headaches), stores that context
  persistently so every other skill benefits, and sets a weekly check-in
  cadence. Use when the owner is getting started or says any of: "set me up,"
  "setup," "help me get set up," "get started," "help me get started," "get me
  started," "what can you do," "I'm new to this," or is in their first session.
allowed-tools: Read, WebFetch
---

# SMB Onboard

## Quick start

Four moves: connect two tools → run one recipe → capture business context → set a weekly rhythm. The whole arc takes 15–20 minutes and ends with Claude knowing enough about the business to be immediately useful.

```
User: "get me started"
→ Assess what's already connected; pick the best 2 tools to connect first
→ Guide connection of each tool (one at a time)
→ Run one recipe against live data to prove value
→ Ask the interview questions one at a time; store answers to persistent memory
→ "Each Monday, say 'weekly check-in' — I'll pull your numbers and flag anything urgent."
```

## Workflow

1. **Welcome and assess.** Greet the owner briefly, then follow this decision order exactly — same inputs, same path, every time:
   1. Check memory for a `## Business context` block **first**. If it exists, take the return-session path: show the existing profile, ask what's changed, update only the fields that changed, then go straight to the matched recipe or the cadence. Do not re-interview, and do not re-offer connector setup — if a useful connector is missing, mention the category in one line at most and move on. If the block predates the Country, Currency, and Financial year end fields, fill just those three (from the ledger if connected, otherwise one question) and nothing else.
   2. Only if no context block exists: check which connectors are already active. This is a read-only inventory — **do not pull any business data during this step.** Count by product, not by registration: the owner's own `Trello` and the plugin's `small-business:trello` are one connected tool, and an unauthorized plugin copy beside a live owner copy is connected, not missing (`../../shared/connector-neutrality.md`, "One connector, two registrations"). Data pulls happen in step 3, after the owner has picked a direction, and nowhere earlier.

2. **Pick two tools.** Ask: *"What are your biggest day-to-day headaches — money, customers, scheduling, or getting organized?"* Map the answer to the two **categories** in [reference/onboard-checklist.md](reference/onboard-checklist.md), then ask what the owner already uses in each ("what do you use for bookkeeping?"). Connect what they name if we have the connector; offer `build-connector` if we don't; fall back to the recipe's zero-connector path if they'd rather not. Never recommend a vendor inside a category — the rule is `../../shared/connector-neutrality.md`. Guide connection one at a time — never ask the owner to configure two simultaneously.

3. **Run one recipe to prove value.** Once the first tool connects — or if connectors are already active when the session starts — immediately run the matched recipe for the owner's primary headache (see the category-to-recipe list in [reference/onboard-checklist.md](reference/onboard-checklist.md)). If that first tool is a ledger, read the organisation record on the way in and fill Country, Currency, and Financial year end in the profile draft — the checklist says which call per connector. If it is a storefront and no ledger is connected, the shop record fills Country and Currency the same way. Narrate what Claude is doing and why — this is the "aha" moment. Do not skip it to get to the interview faster. For a worked example of the full arc, see [reference/examples/happy-path.md](reference/examples/happy-path.md).

4. **Interview the owner.** A