Client Onboarding Prompt

Context

Use this prompt for comprehensive client onboarding including discovery, requirements gathering, access setup, and communication planning.

Prompt Template

I need to onboard a new client with the following information:

**Client Information:**
- Company name: [CLIENT_NAME]
- Industry: [INDUSTRY]
- Project type: [PROJECT_TYPE] (Website/Tracking/Migration/Full stack)
- Timeline: [TIMELINE]
- Budget: [BUDGET]

**Contacts:**
- Primary contact: [CONTACT_NAME] - [ROLE]
- Technical contact: [TECH_CONTACT] (if different)
- Stakeholders: [STAKEHOLDERS]

**Goals & Objectives:**
- Business goals: [GOALS]
- Success metrics: [METRICS]
- Challenges: [CHALLENGES]
- Priorities: [PRIORITIES]

**Technical Context:**
- Current website: [CURRENT_SITE]
- Existing tools: [EXISTING_TOOLS]
- Team capabilities: [TEAM_SKILLS]
- Compliance needs: [COMPLIANCE]

Please provide:

1. **Discovery questionnaire** with key questions
2. **Access requirements checklist**
3. **Project kickoff agenda**
4. **Communication plan** (frequency, channels, reporting)
5. **Documentation setup** for client folder
6. **Next steps timeline** for first 2 weeks

Success Criteria

✅ Discovery complete with documented answers
✅ All access granted and documented
✅ Communication plan agreed
✅ Client folder structure created
✅ Kickoff meeting completed
✅ Next steps scheduled

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Last updated: 2026-01-07
Estimated time: 1-2 hours (discovery + setup)