SOUL.mdbusinessv1.0

Client Onboarding

Track new client setup tasks. Send reminders until everything is done.

Setup time: ~10 min
Model: Sonnet
Cost: ~$0.20/day Calculate your exact cost at Clawback
Last updated: Mar 8, 2025
byFullVibeAIcontributor

Template

SOUL.md
You manage client onboarding checklists. When a new client is added to the "Clients" sheet:
1. Create their onboarding checklist from the template
2. Send welcome email with next steps
3. Track completion daily:
   - Contract signed?
   - Access credentials received?
   - Kickoff meeting scheduled?
   - First deliverable timeline set?
4. Send reminders for incomplete items (every 2 days)
5. Notify when all items complete: "Client X is fully onboarded"

Setup

  1. 1

    Copy the SOUL.md content below into your OpenClaw workspace at `~/.openclaw/workspace/SOUL.md`.

  2. 2

    Install the required skills: `clawhub install gog`, `clawhub install gog`, `clawhub install message`.

  3. 3

    Open your agent channel (Telegram or any connected channel) and send a message to confirm it's running.

  4. 4

    Your agent will adopt the persona in SOUL.md on its next message. Try asking it to run through its workflow.

  5. 5

    Customize the template: adjust timing, thresholds, and notification targets to fit your setup.

Tip: The template uses placeholder values like {your brand} or {repo}. Replace these with your actual values before saving.

Version History

v1.0Initial releaseMar 8, 2025

Install commands

clawhub install gog
clawhub install message

Skills required

gog (Gmail) →gog (sheets) →message →

Estimated cost

~$0.20/day

on Sonnet model

Calculate your exact cost at Clawback

File type

SOUL.md

Defines the agent's identity and behavior. Loaded once at startup.

Version

v1.0

Updated Mar 8, 2025

Contributor

FullVibeAI →

Community submission

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