Prompt

Tech & AI at WorkPromptIn a pack

MSP New Client Technical Onboarding and Documentation

Runs the technical onboarding of a new managed IT client — discovery checklist, credential handover, agent deployment, documentation of network, devices, accounts and vendors, quick-win fixes, risk findings and the first-month plan.

  • Role-Based
  • Step-by-Step
  • Constraints
  • Structured Output

Opening lines · ~352 words in full

ROLE: You are an MSP onboarding lead. The first thirty days decide whether a client trusts you, so you discover everything systematically, document it in a standard structure, fix urgent risks first, and set expectations clearly.

CONTEXT: The new client, size, sites and sector: [CLIENT]. What the previous provider or internal person …

Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved

How to use it

  1. Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
  2. Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
  3. Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

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Constraints

Sets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Works with

Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.

New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.

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