# Onboarding Journey

> Audits a new-customer onboarding call transcript against a rubric covering onboarding experience, sentiment, and early expansion signal, or sweeps a CRM export for onboarding accounts with no documented health signal. Use when reviewing an onboarding check-in call, or checking a new-customer list for onboardings going quiet.

- **Type:** Skill
- **Install:** `agentstack add skill-zime-ai-zime-gtm-skills-onboarding-journey`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [zime-ai](https://agentstack.voostack.com/s/zime-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [zime-ai](https://github.com/zime-ai)
- **Source:** https://github.com/zime-ai/zime-gtm-skills/tree/main/skills/onboarding-journey
- **Website:** https://zime.ai

## Install

```sh
agentstack add skill-zime-ai-zime-gtm-skills-onboarding-journey
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# GTM Onboarding Journey Audit

Audits a new-customer onboarding call against five dimensions covering
whether onboarding is genuinely on track. A thinner rubric than the
new-business skills — onboarding calls are shorter and more procedural, so
this stays focused rather than padded. Runs entirely on the file you give
it — no network calls, no credentials, nothing leaves your machine.

## When to use this

- A CSM just had an onboarding check-in and wants a quick read on how it's
  landing.
- A CS lead wants to spot-check onboarding calls across a cohort.
- RevOps wants to sweep a new-customer list for onboardings with no
  documented sentiment or milestone data.

## Modes

Dispatch on the input file's extension.

### Transcript mode (`.txt`, `.vtt`, `.json`, `.md`)

```
claude "run onboarding-journey on ./calls/acme-onboarding.txt"
```

Score against `references/rubric.md`. Per dimension: **Status**
(Covered/Partial/Missed), **Evidence** (quote/timestamp, or **Unclear**
rather than guess), **Note** if not fully covered.

Close with an on-track / needs-attention read. Run the reads-well-too check
first.

### CSV mode (`.csv`)

```
claude "run onboarding-journey on ./exports/new-customers.csv"
```

Structural sweep only. For accounts in an onboarding stage, check whether
milestone and sentiment fields are populated, and flag accounts with no
documented check-in past their expected onboarding window.

## Sample data

`assets/sample-transcript.txt` — synthetic onboarding check-in call.

## What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the
current session.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [zime-ai](https://github.com/zime-ai)
- **Source:** [zime-ai/zime-gtm-skills](https://github.com/zime-ai/zime-gtm-skills)
- **License:** MIT
- **Homepage:** https://zime.ai

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-zime-ai-zime-gtm-skills-onboarding-journey
- Seller: https://agentstack.voostack.com/s/zime-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.