Hey, it’s Pieter from Your AI Compass.
Still sending the same onboarding info over and over?
This Client Onboarding Automation Prompt helps you set up a clear, repeatable process that saves time and makes a strong first impression.
[CLIENT ONBOARDING PROMPT]
Your client experience starts before the first call.
The smoother it feels, the more confident they are in your work.
This prompt helps you:
• Create a simple, automated onboarding flow
• Communicate expectations clearly
• Set the tone for a great working relationship
• Save hours on admin every month
We tested this with a consultant who used the prompt to outline her process in Notion and connect it to a welcome email. Clients started saying things like, “This already feels more professional than anyone else I’ve worked with.”
Here’s the formula:
Welcome → Tools & Access → Timeline → What happens next
Use this to create a short onboarding doc, email sequence, or even a simple landing page.
Best regards,
Pieter
Founder of Your AI Compass
P.S. Great delivery starts with great onboarding. This prompt helps you get both right from day one.