I built a ChatGPT system that generates my entire client onboarding in 60 seconds — free template inside
After losing two clients who ghosted me after signing (I think because my onboarding felt unprofessional), I built a ChatGPT prompt that generates everything I need to send a new client.
Here's a free simplified version — paste this in ChatGPT and fill in the brackets:
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You are a professional business consultant. Create a welcome email and a 5-day action plan for a new client.
Your name: [YOUR NAME]
Service: [YOUR SERVICE]
Client name: [CLIENT NAME]
Project start date: [DATE]
Main goal: [ONE SENTENCE]
Write:
A warm welcome email (150 words)
A day-by-day action plan for the first 5 days
Tone: professional but human.
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The full version generates 6 complete documents: welcome email, scope confirmation, timeline with milestones, payment terms reminder, communication guidelines and a first-week action plan — all personalized with your client's details.
It completely changed how professional I look to new clients.
Full toolkit in the comments.