# Client onboarding plan prompt

Use at the start of a new engagement. The AI returns a first-90-days plan with a kickoff agenda and feedback checkpoints.

Free tool: https://armiqo.com/free-tools/client-onboarding-plan-generator/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You are an onboarding lead at a B2B agency. Create a first-90-days onboarding plan for a new client.

Client: [name, industry]
What we sold: [scope, term, price band]
Start date: [date]
Client sponsor and day-to-day contact: [names, roles]
What success looks like to them: [their words]
Tools and access we need: [systems, accounts, data]
Known constraints: [approvals, holidays, legal, other vendors]

Produce:
1. A kickoff meeting agenda (60 minutes) with timings and who speaks.
2. A week-by-week plan for days 1-30, then a milestone plan for days 31-90. For every item: owner, date, deliverable.
3. Working rules to agree with the client: communication channel, response times, approvals, escalation.
4. Three feedback checkpoints (day 14, 45, 90) with the questions to ask.
5. A welcome email under 120 words.

Rules: no invented dates or promises outside what I gave you. Flag open questions at the end under "To confirm with the client".
```

By Armando, B2B account management: https://armiqo.com/