The prompt to automate your client onboarding

Hey, it’s Pieter from Your AI Compass.

Still sending the same onboarding info over and over?

This Client Onboarding Automation Prompt helps you set up a clear, repeatable process that saves time and makes a strong first impression.

[CLIENT ONBOARDING PROMPT]

🎯 Click here to get the prompt

Your client experience starts before the first call.

The smoother it feels, the more confident they are in your work.

This prompt helps you:

• Create a simple, automated onboarding flow

• Communicate expectations clearly

• Set the tone for a great working relationship

• Save hours on admin every month

We tested this with a consultant who used the prompt to outline her process in Notion and connect it to a welcome email. Clients started saying things like, “This already feels more professional than anyone else I’ve worked with.”

Here’s the formula:

Welcome → Tools & Access → Timeline → What happens next

Use this to create a short onboarding doc, email sequence, or even a simple landing page.

Best regards,

Pieter

Founder of Your AI Compass

P.S. Great delivery starts with great onboarding. This prompt helps you get both right from day one.