Create a new customer onboarding checklist
Map out every step from 'yes' to a happy customer, with who does what, the messages to send, and the info to collect, so nothing slips through the cracks.
The prompt
Act as a small business operations consultant. Help me create a customer onboarding checklist. My business and what customers buy: [DETAILS] What happens now after someone says yes (even if it's messy): [DESCRIPTION] Information I need from each new customer: [LIST] Tools I use (email, invoicing, scheduling, CRM, shared drive): [LIST] Who on my team is involved: [NAMES/ROLES or "just me"] Common problems or delays in the first weeks: [DETAILS] Give me: 1. A step-by-step checklist from signed agreement or payment to the first result delivered, with the owner of each step and the timing (e.g. Day 0, Day 1, Week 1). 2. The messages to send at each step (short welcome, information request, kickoff reminder, check-in), as ready-to-edit drafts. 3. An intake list of everything to collect, grouped so the customer can provide it in one go. 4. Which steps I could automate with the tools I already have. 5. The two or three moments where customers are most likely to feel lost, and how to reassure them. Keep it practical for a small team, not a big-company process.
Replace every [BRACKETED] part with your own details before sending.
How to use it
Run the checklist on your next new customer and fix anything that felt clunky. Save it as a template in your project tool or a shared doc so every customer gets the same experience.
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