Today's Agent Skill: Vendor Onboarding Checklist Generator
What It Does
Bringing on a new vendor or supplier without a structured process leads to missing contracts, unclear payment terms, no access controls, and miscommunication that surfaces at the worst possible moment. A proper vendor onboarding checklist takes less than an hour to work through but protects you legally, financially, and operationally for the life of the relationship. This skill generates a complete, tailored onboarding checklist for any type of vendor or service provider.
How It Works
The agent takes the vendor type (materials supplier, software provider, contractor, cleaning service, etc.) and a few context details (whether they access your premises, systems, or customer data). It generates a step-by-step onboarding checklist organized across legal, financial, operational, and systems access sections—with a designated owner for each item and a built-in 30-day review step.
How to Deploy It
Describe the new vendor and their role in Claude Code, Gemini CLI, Cursor, or Windsurf and run this skill. You'll receive a complete, print-ready onboarding checklist in about 30 seconds. Assign owners to each item before your first meeting with the new vendor.
SKILL.md — Ready to Deploy
## Description
Generates a complete vendor onboarding checklist for any new supplier or service provider, covering legal, financial, operational, and systems access requirements before the relationship begins.
## Trigger
Run when the user has agreed to work with a new vendor, supplier, or service provider and wants to set up the relationship properly. Trigger on "we just hired a new vendor," "I'm onboarding a new supplier," or "what do I need to set up before a new contractor starts?"
## Input
- Type of vendor (materials supplier, software provider, service contractor, etc.)
- Whether the vendor will have access to the business's premises, systems, or customer data
- Payment method: invoice/ACH, platform (Venmo, PayPal), or check
- Optional: contract value and duration
## Steps
1. Generate a Legal and Compliance section: W-9 or business license collected, NDA signed if they access sensitive data, signed service agreement or purchase order terms on file, certificate of insurance collected if the vendor is on-site.
2. Generate a Financial Setup section: payment method and terms confirmed in writing, billing contact identified on both sides, vendor added to accounting system, firstCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.