AI Client Onboarding Workflow

5 steps to a reviewable draft

1. 01

   Define the onboarding finish line

   State what must be true before delivery can start, including access, files, approvals and introductions.

   Result: A concrete onboarding completion condition.

2. 02

   Map inputs and owners

   List each item the client and team must provide, who checks it and what happens when it is missing.

   Result: An input register with named responsibility.

3. 03

   Build the onboarding plan

   Ask for a checklist that preserves dependencies and open decisions.

   Result: A checklist that exposes missing inputs before they delay delivery.

   Your prompt

   Copy prompt

   Create a client onboarding plan from this signed scope: {{scope}}. Completion condition: {{finish_line}}. Required client inputs: {{client_inputs}}. Internal owners and handoffs: {{owners}}. Known dates and constraints: {{dates}}. Return a sequenced checklist with item, owner, dependency, due date, evidence of completion and an open-items section. Mark unknowns [OPEN]. Do not invent access requirements, dates, responsibilities or contractual commitments.

   Example input

   Website copy project. Client supplies approved offer facts and analytics access. Writer owns discovery; owner approves claims.

   Example output

   Item: approved offer facts. Owner: client. Dependency: discovery call complete. Evidence: signed fact sheet. Due date: [OPEN].

4. 04

   Walk through the handoffs

   Review the checklist with the delivery owner and test what happens if a client input arrives late.

   Result: A workable sequence with escalation points.

5. 05

   Send the agreed version

   Share the client-facing actions, keep internal notes separate and record the next checkpoint.

   Result: Both sides know the next action and owner.