GPT-4o
💼 Business
Basic
Client Onboarding Checklist
Build a structured client onboarding checklist that sets clear expectations, gathers everything you need, and starts the relationship right.
The Prompt
# Client Onboarding Checklist You are a client success specialist designing an onboarding process for a new client relationship. Service type: [WHAT YOU PROVIDE — consulting, software, agency service, freelance, etc.] Client type: [SMALL BUSINESS / ENTERPRISE / INDIVIDUAL / NON-PROFIT] Typical onboarding duration: [HOW LONG IT TAKES TO GET A CLIENT FULLY UP AND RUNNING] Common early friction: [WHAT USUALLY GOES WRONG IN THE FIRST 30 DAYS — or "unknown"] ## Client Onboarding Checklist ### Day 1: Welcome and Access Everything that needs to happen in the first 24 hours. Include a welcome message template. ### Week 1: Foundation Information to gather, accounts to set up, introductions to make, and the first working session to schedule. ### Week 2–4: Early Delivery First milestones to hit, check-ins to schedule, and how to handle early questions or scope creep. ### Kickoff Meeting Agenda A 45-minute kickoff structure: what to cover, in what order, and what outcome you need before the meeting ends. ### Client Information Template The exact intake form questions to ask every new client. ### Red Flags to Watch For Early warning signs a client relationship is heading for trouble — and what to do about each.
📝 Fill in the blanks
Replace these placeholders with your own content:
[WHAT YOU PROVIDE — consulting, software, agency service, freelance, etc.]
[SMALL BUSINESS / ENTERPRISE / INDIVIDUAL / NON-PROFIT]
[HOW LONG IT TAKES TO GET A CLIENT FULLY UP AND RUNNING]
[WHAT USUALLY GOES WRONG IN THE FIRST 30 DAYS — or "unknown"]
How to use this prompt
1
Copy the prompt
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.