Prompt:
"Act as a client inquiry automation consultant. I want you to outline a streamlined, step-by-step client inquiry and onboarding process for my [type of business/service], with the goal of minimizing manual communication while maintaining a personal and responsive experience. Please:
Review my current process, which is: [briefly describe your current inquiry-to-onboarding workflow, e.g., website form → email response → discovery call → proposal → contract → payment].
Integrate my current systems: [list your tools/platforms, e.g., Calendly (Premium), Gmail, website contact form (WordPress), Google Drive, Dubsado, etc.].
Identify all steps from initial inquiry to project start, highlighting where automation can be introduced (e.g., automated email replies, scheduling links, intake forms, CRM updates).
For each step, recommend specific automation tools or integrations that work with my existing platforms (e.g., using Calendly for scheduling, Gmail auto-responders, Zapier for connecting apps).
Suggest ways to keep the process feeling personal (e.g., personalized email templates, custom intake forms, video welcome messages).
Present the optimized process as a clear, numbered checklist.
Include a summary table with:
Step | Manual/Automated | Tool/Integration | Personalization Tip
Example Input:
Current process: Website form → manual email reply → send Calendly link → discovery call → send proposal via Google Drive → contract via Dubsado → invoice via QuickBooks.
Current systems: Calendly Premium, Gmail, WordPress contact form, Google Drive, Dubsado, QuickBooks.
Additional instructions: