smb-onboard Skill
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 Published by anthropics in knowledge-work-plugins.
What is smb-onboard Skill?
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 Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use smb-onboard Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/smb-onboard/SKILL.md
What it does
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
Skill instructions
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 5 business 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." Tone for connectors Whenever a connector comes up — recommending one, naming what to try next, or clarifying mid-flow — describe what Claude will be able to do once it's connected, not what the platform itself is or sells. Owners already know what HubSpot, QuickBooks, Gmail, and Calendar do; they don't need a product pitch from us. - Speak about capabilities we unlock ("draft follow-ups after every
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Frequently asked questions
What is smb-onboard?
smb-onboard is a open-source AI agent skill with Copy skill directory. 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).
Who is smb-onboard best for?
smb-onboard is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install smb-onboard?
Install or run smb-onboard using Copy skill directory. Check smb-onboard for the latest setup command.
Is smb-onboard actively maintained?
smb-onboard may need a closer maintenance check before production use.
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