Welcome and onboard a new client
Every new client, so the first 30 days stop being improvised.
onboarding · new client · retention · service · checklist · sop
Run this once per line of business and keep the internal checklist. The email is the small half.
How to use this prompt
- Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
- Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
- Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
- Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
- Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.
Prompt Variants by Model
Act as an account manager onboarding a client who just bought. Write the welcome message and the steps behind it.
Client: [NAME] · [PERSONAL OR COMMERCIAL] · [WHAT THEY BOUGHT]
Who sold it: [NAME]
Who services it: [NAME AND ROLE]
What they will need in the first 30 days: [ID CARDS / CERTIFICATES / BILLING SETUP / INSPECTIONS]
What usually goes wrong in week one: [IF YOU KNOW]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. The welcome email. Under 150 words
2. Who to call for what, with names. Never "contact our office"
3. The first 30 days as a short checklist, with who does each item
4. What we need from them, with a date beside each
5. The one thing that usually goes wrong, named up front, with what we do about it
6. The internal version of the checklist, with owners
7. WHAT TO FILL IN BEFORE THIS GOES OUT. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send
Rules:
- Anything you inferred rather than were told goes in "WHAT TO FILL IN BEFORE THIS GOES OUT" instead, never in both places
- Name real people and roles. Never "our team" or "your representative"
- Every item the client owes has a date
- The welcome email does not sell anything
- Hard limit: 500 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut
Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.Notes: R42 build; insurance set. Tuned to vendor prompting guidance.
Frequently Asked Questions
What does the Welcome and onboard a new client prompt do?
Every new client, so the first 30 days stop being improvised.
Which AI models is this prompt written for?
Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.
Do I need a paid AI account to use this prompt?
No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.
Can I customize this prompt for my business?
Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.
When was this prompt last checked?
The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.
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