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Client Work Prompts

Ready-to-use prompts for client onboarding, website migrations, handoff documentation, support ticket responses, and performance audits.

Overview​

These prompts help you deliver consistent, high-quality client work:

  • Client onboarding with discovery and requirements gathering
  • Website migrations from other platforms to Webflow
  • Handoff documentation for smooth transitions
  • Support tickets with professional, helpful responses
  • Performance audits covering speed, tracking, SEO, and security

Client Work Philosophy​

Our approach to client work:

  • Clear communication - Set expectations, provide updates
  • Quality first - Never compromise on standards
  • Documentation - Everything is documented
  • Proactive - Identify issues before they become problems
  • Responsive - Quick turnaround on support requests
  • Educational - Help clients understand the technology

Available Prompts​

Onboarding​

Client Onboarding
Complete discovery process including requirements gathering, access needs, documentation, and success metrics.

Use for: New client kickoff meetings, project scoping
Time: 1-2 hours
Difficulty: Beginner

Migration​

Website Migration
Migrate a website from WordPress, Wix, or other platforms to Webflow with content audit, SEO preservation, and testing.

Use for: Platform migrations, website redesigns
Time: 1-2 weeks
Difficulty: Advanced

Documentation​

Handoff Documentation
Create comprehensive handoff documentation including credentials, maintenance procedures, and training materials.

Use for: Project completion, client transitions, team changes
Time: 2-3 hours
Difficulty: Intermediate

Support​

Support Ticket Response
Craft professional support responses with triage, resolution steps, and follow-up procedures.

Use for: Handling client issues, bug reports, feature requests
Time: 30 minutes
Difficulty: Beginner

Audits​

Performance Audit
Comprehensive site audit covering speed, tracking verification, SEO health, security review, and recommendations.

Use for: Quarterly reviews, troubleshooting, optimization opportunities
Time: 2-3 hours
Difficulty: Intermediate

Quick Start Guide​

1. Choose Your Task​

Identify what client work you need to do:

  • New client? → Client Onboarding
  • Moving platforms? → Website Migration
  • Project wrapping up? → Handoff Documentation
  • Client issue? → Support Ticket Response
  • Health check? → Performance Audit

2. Gather Prerequisites​

Before using any client work prompt, ensure you have:

  • Client contact information and communication preferences
  • Project scope and timeline documented
  • Access to necessary accounts and tools
  • Understanding of client's business and goals
  • Budget and approval for any changes

3. Customize the Prompt​

Replace these common placeholders:

  • [CLIENT_NAME] - Client or company name
  • [PROJECT_TYPE] - Website, tracking, migration, etc.
  • [TIMELINE] - Project start and end dates
  • [BUDGET] - Approved budget and scope
  • [CONTACT_NAME] - Primary client contact
  • [WEBSITE_URL] - Current or target website URL

4. Follow Up​

After completing client work:

  1. Document everything - Update tool docs, client files, project notes
  2. Communicate results - Send summary to client with next steps
  3. Schedule follow-up - Book check-in calls or reviews
  4. Request feedback - Ask for testimonial or improvement suggestions

Common Client Work Patterns​

Pattern 1: Full Website Project​

Typical workflow from onboarding to handoff:

Prompts to use:

  1. Client Onboarding
  2. Tech Stack Planner (from Marketing)
  3. Webflow New Project (from Marketing)
  4. Handoff Documentation
  5. Support Ticket Response (ongoing)

Example: New SaaS client website project

Pattern 2: Website Migration​

Typical workflow for platform migration:

Prompts to use:

  1. Website Migration
  2. Performance Audit (post-launch)

Example: WordPress to Webflow migration

Pattern 3: Ongoing Support​

Typical workflow for handling support requests:

Prompts to use:

  1. Support Ticket Response

Example: Client reports tracking issue

Client Work Best Practices​

Communication​

  • ✅ Respond to clients within 4 business hours
  • ✅ Set clear expectations on timelines
  • ✅ Provide regular progress updates (weekly minimum)
  • ✅ Use client-friendly language (avoid jargon)
  • ✅ Document all decisions and agreements
  • ❌ Don't leave clients in the dark
  • ❌ Avoid technical explanations without context
  • ❌ Don't overpromise and underdeliver

Project Management​

  • ✅ Define clear scope and deliverables
  • ✅ Set realistic timelines with buffer
  • ✅ Track time and budget carefully
  • ✅ Identify and communicate risks early
  • ✅ Maintain detailed project notes
  • ❌ Don't start work without clear scope
  • ❌ Avoid scope creep without change orders
  • ❌ Don't skip project documentation

Quality Assurance​

  • ✅ Test thoroughly before client review
  • ✅ Use checklists for consistent quality
  • ✅ Get internal review before client handoff
  • ✅ Document testing procedures
  • ✅ Fix critical issues before launch
  • ❌ Don't skip QA to meet deadlines
  • ❌ Avoid assuming something works
  • ❌ Don't launch with known issues

Documentation​

  • ✅ Create comprehensive handoff docs
  • ✅ Include credentials and access info
  • ✅ Document maintenance procedures
  • ✅ Provide training materials
  • ✅ Keep documentation up to date
  • ❌ Don't rely on verbal communication only
  • ❌ Avoid assuming client knows how to use tools
  • ❌ Don't skip emergency procedures

Client Onboarding Checklist​

Pre-Kickoff​

  • Sign contract and collect deposit
  • Set up client in TwentyCRM
  • Create project folder structure
  • Schedule kickoff meeting
  • Send pre-kickoff questionnaire

Kickoff Meeting​

  • Introduce team members
  • Review project scope and timeline
  • Discuss communication preferences
  • Gather brand assets (logo, colours, fonts)
  • Collect content and requirements
  • Set expectations on deliverables
  • Schedule regular check-ins

Post-Kickoff​

  • Document meeting notes
  • Request account access (Webflow, domain, hosting)
  • Set up development environment
  • Create project plan
  • Send kickoff summary to client
  • Begin discovery and planning

Website Migration Checklist​

Pre-Migration​

  • Audit existing website (content, structure, SEO)
  • Export all content and media
  • Document current tracking setup
  • Review analytics for top pages
  • Plan URL structure and redirects
  • Back up current site completely

Migration​

  • Rebuild site structure in Webflow
  • Migrate content (text, images, media)
  • Set up CMS collections
  • Configure SEO settings (titles, descriptions, Open Graph)
  • Implement tracking (GTM, GA4, ads pixels)
  • Create 301 redirect map

Post-Migration​

  • Test all pages and functionality
  • Verify tracking is working
  • Check mobile responsiveness
  • Run performance tests
  • Submit sitemap to Search Console
  • Monitor analytics for issues
  • Schedule follow-up review

Performance Audit Checklist​

Site Speed​

  • Run Lighthouse audit (mobile and desktop)
  • Check Core Web Vitals (LCP, FID, CLS)
  • Review image optimization
  • Check for render-blocking resources
  • Test page load times globally
  • Identify optimization opportunities

Tracking Verification​

  • Test GTM tags in Preview mode
  • Verify GA4 data collection
  • Check ad pixels are firing
  • Validate BigQuery logging
  • Test consent mode compliance
  • Review conversion tracking

SEO Health​

  • Check indexation status (Search Console)
  • Review meta titles and descriptions
  • Verify structured data (schema)
  • Test internal linking structure
  • Check for duplicate content
  • Review mobile usability

Security​

  • Verify SSL certificate is valid
  • Check for mixed content warnings
  • Review Content Security Policy
  • Test form security (spam protection)
  • Check for outdated dependencies
  • Review access controls

Support Ticket Triage​

Priority Levels​

Critical (Respond: Immediately)

  • Site is down or inaccessible
  • Security breach or data loss
  • Tracking completely broken
  • Critical functionality not working

High (Respond: Within 2 hours)

  • Major feature not working correctly
  • Significant tracking issues
  • Performance severely degraded
  • SEO-impacting issues

Medium (Respond: Within 4 hours)

  • Minor features not working
  • Content updates needed
  • Design inconsistencies
  • Non-critical tracking issues

Low (Respond: Within 24 hours)

  • Questions or clarifications
  • Enhancement requests
  • Documentation updates
  • Training requests

Client Communication Templates​

Project Update Email​

Subject: [PROJECT_NAME] - Week [N] Update

Hi [CLIENT_NAME],

Quick update on [PROJECT_NAME]:

**Completed This Week:**
- [Accomplishment 1]
- [Accomplishment 2]
- [Accomplishment 3]

**Planned for Next Week:**
- [Task 1]
- [Task 2]
- [Task 3]

**Blockers/Questions:**
- [Any issues or questions]

**Next Check-in:** [DATE/TIME]

Let me know if you have any questions!

Best,
[YOUR_NAME]

Issue Resolution Email​

Subject: Re: [ISSUE_DESCRIPTION] - Resolved

Hi [CLIENT_NAME],

Good news - I've resolved the issue with [ISSUE_DESCRIPTION].

**What happened:**
[Brief explanation of the issue]

**What I did:**
[Steps taken to fix it]

**Testing:**
[How I verified the fix]

**Prevention:**
[How we'll avoid this in future]

The fix is now live. Please test and let me know if you see any issues.

Best,
[YOUR_NAME]

Troubleshooting Common Client Issues​

"My website is down"​

  1. Check Webflow hosting status
  2. Verify DNS settings (Cloudflare)
  3. Check SSL certificate validity
  4. Test from different locations/devices
  5. Review recent changes
  6. Check Webflow publish history

"Tracking isn't working"​

  1. Test in GTM Preview mode
  2. Check browser console for errors
  3. Verify consent is granted
  4. Check GA4 Real-Time reports
  5. Review BigQuery for events
  6. Test on different browsers/devices

"Content not updating"​

  1. Verify Webflow CMS publish
  2. Clear Cloudflare cache
  3. Check browser cache
  4. Test in incognito mode
  5. Verify correct environment (staging vs production)
  6. Check CMS collection settings

"Forms not submitting"​

  1. Test form submission manually
  2. Check Webflow form settings
  3. Verify email notifications configured
  4. Check for JavaScript errors
  5. Test reCAPTCHA if enabled
  6. Review form validation rules

Contributing New Prompts​

Have a new client work task that needs a prompt?

  1. Follow the prompt template structure
  2. Test the prompt on a real client project
  3. Include communication templates
  4. Document common client questions
  5. Add to the appropriate category
  6. Share with the team for feedback

Remember: Client work is a reflection of Pacing Agency's quality and professionalism. Always prioritise clear communication, thorough documentation, and exceeding client expectations. When in doubt, over-communicate rather than under-communicate.