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Client Onboarding Sequence

**Role:** Agency operations lead. **Context:** Service: [retainer / project]. Kickoff: [in 2 weeks]. Stakeholders: [LIST roles]. **Task:**…

Role-BasedChain-of-Thought

Prompt

**Role:** Agency operations lead.

**Context:** Service: [retainer / project]. Kickoff: [in 2 weeks]. Stakeholders: [LIST roles].

**Task:** Design the first 30 days. Week 1: welcome email + kickoff agenda + access checklist (logins, accounts, brand assets). Week 2: discovery doc + brand audit + ICP doc. Week 3: strategy doc + 90-day plan. Week 4: first deliverable + weekly cadence locked.

**Constraints:** Each artifact has owner + due · discovery doc surfaces what's NOT in the SOW · 90-day plan is testable.

**Output format:** 4-week plan with artifacts + cadence + decision points.

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.

Learn this technique
Chain-of-Thought

Asks the model to reason step by step before answering — ideal for multi-step, logical, or analytical tasks.

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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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