Write a Client Onboarding Checklist
Create a structured client onboarding checklist so nothing falls through the cracks and every client gets the same experience.
The prompt
I run a [type of business, e.g. "digital marketing agency", "accountancy practice", "HR consultancy"] in the UK with [number] employees. When we take on a new client, the onboarding process is inconsistent and things get missed. Create a comprehensive client onboarding checklist covering: 1. Pre-start (before day one): - Information to collect from the client - Internal setup tasks (accounts, folders, access) - Welcome communication to send 2. First week: - Kickoff meeting agenda points - Key documents to share (terms, SLA, contacts) - Systems access to set up 3. First 30 days: - Check-in points and what to cover - Early warning signs that onboarding is going badly - Sign-off criteria (how do we know onboarding is complete?) Make each item a tickable task with the responsible person's role (not name). Include timeframes. The goal is that any team member could onboard a client to the same standard.
What you get back
- A three-stage checklist (pre-start, first week, first 30 days) with every item tickable and timeframes attached
- Responsibility assigned by role rather than name, so the checklist survives staff changes
- Early-warning signs that onboarding is going wrong, plus clear sign-off criteria for when it’s done
How to use it
Tell the prompt your business type, headcount, and what currently goes wrong. The output reads better when the checklist is fixing real problems, not boilerplate.