OnboardForge — Client Intake, Requirements, Checklists, Blockers & Go-Live Readiness

Description

Structured client onboarding workflow for agencies, consultancies, SaaS teams and service businesses. Design onboarding stages, owners and approval gates; structure client intake while preserving missing answers; extract deliverables, dependencies, decisions and assumptions from raw notes; create stage-based checklists with owners and acceptance criteria; detect missing owners, blocked dependencies, overdue items and unconfirmed client approvals; prepare an internal handoff package; and generate a go-live readiness report with blockers, requirement coverage and next actions. Unconfirmed requirements remain explicitly marked and are not treated as committed scope. Readiness is decision support based only on supplied onboarding records.

Community Metrics

Categories

• mcp

Tags

• mcp
• smithery

Capabilities

• remote

Information