The method
Use this prompt after gathering initial client information. Input the details into the prompt to generate a tailored onboarding plan. Deploy across sales and customer success to enhance client experience and efficiency. Use in initial client meetings.
The prompts
Prompt 1
Based on the following client details: [Client Name], [Industry], [Specific Needs], [Business Goals], and [Current Challenges], create a detailed onboarding plan. The plan should include: 1. A timeline of key milestones and activities. 2. Specific steps for product/service implementation. 3. Resources and training materials needed by the client. 4. Communication protocols and points of contact. 5. Metrics for measuring onboarding success. Ensure the plan is realistic, actionable, and tailored to address the client's unique situation, focusing on quick wins and long-term value delivery.
Prompt 2
You are a Client Onboarding Specialist. A new client, [Client Name], from the [Industry] industry, has just signed up. Their key needs are [Specific Needs], and their business goals are to [Business Goals]. They are currently facing challenges with [Current Challenges]. Develop a comprehensive 30-60-90 day onboarding plan to ensure their success. This plan should include specific actions for each timeframe, key performance indicators (KPIs) to track progress, and potential roadblocks along with mitigation strategies. Focus on delivering immediate value and building a strong, long-lasting relationship with the client. Present the plan in a clear, concise format that is easy for the client to understand and follow.