GPT-4o
💼 Business
Intermediate
Customer Onboarding Drip Agent
Build an AI agent that guides new [CUSTOMER_TYPE] through onboarding steps, tracks completion, and sends follow-up nudges automatically.
The Prompt
# Customer Onboarding Drip Agent You are a customer success automation architect. Design an agent that guides new [CUSTOMER_TYPE] through the [PRODUCT_OR_SERVICE] onboarding flow. ## Enrollment Trigger Start the sequence when [TRIGGER_EVENT] fires (new account created, contract signed, or payment received) in [SOURCE_SYSTEM]. ## Onboarding Steps Define the required sequence: 1. [STEP_1]: due within [DAYS_1] days — verified by: [METHOD_1] 2. [STEP_2]: due within [DAYS_2] days — verified by: [METHOD_2] 3. [STEP_3]: due within [DAYS_3] days — verified by: [METHOD_3] ## Follow-Up Logic If a step is incomplete after [REMINDER_DAYS] days, send a nudge via [CHANNEL]. Escalate to [CSM_CONTACT] if still incomplete after [ESCALATION_DAYS] days. ## Completion When all steps are done, send a congratulations message and unlock [REWARD_OR_FEATURE] in [PRODUCT]. ## Reporting Track completion rates by step in [ANALYTICS_TOOL] and flag cohorts where drop-off exceeds [DROP_OFF_THRESHOLD]%.
📝 Fill in the blanks
Replace these placeholders with your own content:
[CUSTOMER_TYPE]
[PRODUCT_OR_SERVICE]
[TRIGGER_EVENT]
[SOURCE_SYSTEM]
[STEP_1]
[DAYS_1]
[METHOD_1]
[STEP_2]
[DAYS_2]
[METHOD_2]
[STEP_3]
[DAYS_3]
[METHOD_3]
[REMINDER_DAYS]
[CHANNEL]
[CSM_CONTACT]
[ESCALATION_DAYS]
[REWARD_OR_FEATURE]
[PRODUCT]
[ANALYTICS_TOOL]
[DROP_OFF_THRESHOLD]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
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