The method
Use this prompt sequence right after a new customer signs up. Tailor the prompts to the customer's industry and use case for maximum impact. Integrate this into your CRM for automated, personalized communication.
The prompts
Prompt 1
Analyze the following customer data: [Insert Customer Data Here - Industry, Use Case, Initial Goals]. Based on this data, create a 3-step onboarding sequence designed to help the customer achieve their initial goals within the first week. The sequence should include specific action items, helpful resources (links to documentation, tutorials, etc.), and anticipated benefits for the customer. Focus on quick wins to build momentum and demonstrate value early on. The onboarding sequence should be written in a friendly, approachable tone and tailored to the customer's level of technical expertise. Consider including a personalized welcome video script.
Prompt 2
Based on the onboarding sequence you created, draft three email messages to be sent to the new customer on days 1, 3, and 7 of their onboarding. Each email should reinforce the action items from the sequence, provide helpful tips and tricks, and encourage the customer to reach out with any questions. The emails should be concise, visually appealing, and include clear calls to action. Also, include a subject line for each email that is both attention-grabbing and informative. Each email should feel personal and build a relationship with the customer.
Prompt 3
Simulate a conversation with a new user who is going through the onboarding process described above. The user expresses confusion about a specific step. What would the ideal response be? This response should aim to solve the problem quickly and effectively, as well as show empathy. The goal is to increase customer retention and make the onboarding smooth and easy. Mention available help guides if they are available.