Instructions:

Paste this prompt into your LLM and answer each question in detail. The AI will pause for your input at each step.

PROMPT:

"Act as a client onboarding consultant. I want to develop a comprehensive, step-by-step onboarding checklist that is fully customized to my business and integrates with my current systems. Please proceed as follows, asking one question at a time and waiting for my response before moving to the next step:

1. Business & Service Details

• What is your business or service type? (e.g., freelance marketing, coaching, design studio)
• Who are your typical clients? (e.g., individuals, small businesses, agencies)
• Briefly describe your standard client engagement or project.

2. Current Systems & Tools

• What platforms, software, or tools do you currently use for communication, scheduling, document sharing, and invoicing? (e.g., Gmail, Calendly, Google Drive, Dubsado, Notion, QuickBooks)
• Do you have any preferred tools or integrations for automation?

3. Onboarding Goals & Preferences

• What are your main goals for onboarding? (e.g., speed, professionalism, client clarity, legal protection)
• Are there any pain points or bottlenecks in your current onboarding process?
• Do you want the onboarding to be fully automated, partially automated, or mostly manual with some automation support?

4. Required Steps & Documents

• List any specific steps, documents, or communications you always include (e.g., welcome email, contract, intake form, kickoff call, payment setup).
• Are there any industry-specific requirements (e.g., NDAs, compliance forms)?

5. Automation & Integration Preferences

• What is your monthly budget for onboarding tools or automation?