Plan a customer onboarding kickoff call
An agenda, discovery questions, and talking points for a first onboarding call that sets clear goals and next steps.
The prompt
Help me prepare for an onboarding call with a new customer.
Product or service: [WHAT we provide]
Customer: [company type and size, or individual; who will be on the call]
What they bought and why: [plan, goals they shared during the sale]
Call length and format: [e.g. 45 minutes, video or phone]
What I already know: [notes from sales, their current tools or process]
What success looks like for us: [e.g. first value in 14 days, X users active]
Give me:
1. A timed agenda for the call.
2. A short opening that confirms why they bought and what they expect.
3. Discovery questions to gauge their knowledge and readiness: current process, who will use it, technical setup, data or access we need, decision makers, deadlines, and concerns.
4. Follow-up questions to ask when an answer is vague.
5. What to explain on the call (only the essentials for getting started) and what to save for later training.
6. A way to agree on 2-3 measurable onboarding goals and a target date.
7. Signs of risk to listen for (no clear owner, unrealistic timeline, mismatch with what was sold) and how to respond.
8. A recap email template: goals, responsibilities on both sides, next meeting, and resources.
Keep the call customer-led: more listening than presenting.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Customer Support prompts
What to fill in
- WHAT we provide
- company type and size, or individual; who will be on the call
- plan, goals they shared during the sale
- e.g. 45 minutes, video or phone
- notes from sales, their current tools or process
- e.g. first value in 14 days, X users active
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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