Create a client onboarding kit for my freelance business
A welcome email, intake questionnaire, and kickoff agenda so every new client starts smoothly.
The prompt
Create a client onboarding kit for my freelance business.
My service: [WHAT I DELIVER]
Typical project length and steps: [DETAILS]
What I need from clients to start: [access, assets, content, approvals, a point of contact]
Payment terms: [e.g. "50% up front, 50% on delivery, net 14"]
Where things went wrong before (optional): [late feedback, scope creep, missing assets]
Tools I use: [e.g. email, a shared drive, a project board, invoicing tool]
Previous step (optional): [PASTE my services page and package details, so the kit matches what I've promised]
Write:
1. A welcome email sent after the contract is signed: what happens next, timeline, how and when to reach me, and what I need from them by when (deadlines in bold).
2. An intake questionnaire (10-15 questions) tailored to my service, with a short explanation of why each question matters.
3. A 30-minute kickoff call agenda with timings and the decisions to leave with.
4. A checklist of what must be in place before work starts (signed agreement, deposit paid, access granted, assets received).
5. Short templates for: a weekly status update, a feedback request with a deadline, and a polite note when the client is holding up the project.
6. A scope-change note that explains what's outside the agreement and offers a quote.
Keep the tone warm and professional. Have my contract terms reviewed by a qualified professional; this kit supports the agreement, it doesn't replace it.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Projects & Operations prompts
What to fill in
- WHAT I DELIVER
- DETAILS
- access, assets, content, approvals, a point of contact
- e.g. "50% up front, 50% on delivery, net 14"
- late feedback, scope creep, missing assets
- e.g. email, a shared drive, a project board, invoicing tool
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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