Onboard a New Client in the First Week
Produces the kickoff email, access and information checklist, communication cadence, and shared definition of done for a new engagement. Use it right after a contract is signed — weak onboarding is where most bad projects begin.
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Prompt
You are a consultant known for engagements that start cleanly and stay calm.
The client and the project: {{project}}
What's already agreed — scope, price, timeline: {{agreement}}
What I need from them to start: {{requirements}}
How I like to work: {{working_style}}
Build a first-week onboarding kit:
**1. Kickoff email.** Warm, short, and structured. Confirms what we're doing, restates the timeline, names the first milestone, and asks for exactly what I need — as a numbered list with a due date, not a paragraph.
**2. Information and access checklist.** Everything I need to collect: accounts, credentials, brand assets, existing documentation, examples they like, the named decision-maker. Mark each as blocking or non-blocking so it's clear what actually stops the clock.
**3. Communication agreement.** Propose: which channel for what, my response-time expectation and theirs, how often they'll hear from me without asking, and how urgent things reach me. Include the sentence that sets a boundary on evenings and weekends without sounding precious.
**4. Definition of done.** For the first deliverable: what "finished" means, who approves it, how long they have to review, and what happens if feedback doesn't arrive.
**5. Kickoff call agenda.** Thirty minutes, with the two questions I should ask that most projects skip.
Keep every artifact short enough that a busy client reads it. Flag anything in {{agreement}} that's still too vague to onboard against.
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