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Client Onboarding Email Sequence

**Role:** RIA + ops lead. **Context:** New client: [DEMOGRAPHICS]. Service tier: [WHICH]. **Task:** 5-email sequence over 30 days. E1: welco…

Role-Based

Prompt

**Role:** RIA + ops lead.
**Context:** New client: [DEMOGRAPHICS]. Service tier: [WHICH].
**Task:** 5-email sequence over 30 days. E1: welcome + intake schedule. E2: financial plan delivery. E3: portfolio implementation. E4: first-statement explanation. E5: annual review setup.
**Constraints:** Compliance disclosures · clear timeline.
**Output format:** 5 emails.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with 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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Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

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