The prompt to automate client onboarding

Hey, it’s Pieter from Your AI Compass.

If your onboarding process starts with “Hey! Just checking in…” — it’s time for a better system.

This Client Onboarding Prompt helps you set up a smooth, automated flow that welcomes clients, shares next steps, and sets clear expectations.

[CLIENT ONBOARDING PROMPT]

🎯 Click here to get the prompt

This prompt helps you:

• Create an onboarding message sequence in minutes

• Answer common questions before they’re asked

• Set boundaries and build trust from day one

• Make every new client feel supported without doing it manually

We shared this with a consultant who used it to build a 3-step onboarding message flow. She now starts every project with fewer emails, fewer questions, and happier clients.

Here’s the formula:

Welcome → What to expect → What to prepare → Where to reach you

Best regards,

Pieter

Founder of Your AI Compass

P.S. Automation doesn’t just save time — it sets the tone. This prompt helps you start strong without extra work.