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    Client Success

    New Client Welcome System

    Automatically welcomes and guides new clients through onboarding.

    Manual Time
    3-5 hours per new client
    Automated
    15 minutes per client
    Scalability
    Onboard 100+ clients simultaneously
    Expected ROI
    40-60% reduction in churn during first 90 days
    Integrations:CRMEmailCalendarProject Management

    How It Works

    1
    trigger

    New Client Signed

    Contract signed, payment received

    2
    action

    Welcome Sequence

    Personalized onboarding emails

    3
    action

    Milestone Tracking

    Progress monitored automatically

    4
    action

    Check-in Reminders

    Team notified for touchpoints

    5
    outcome

    Client Activated

    Full value realization achieved

    Manual vs Automated

    The Manual Way

    3-5 hours per new client

    Sending welcome emails manually, tracking onboarding progress in spreadsheets, remembering to check in at key milestones

    • Inconsistent client experience
    • Milestones get missed
    • No visibility into progress
    • Churn from poor onboarding

    The Automated Way

    15 minutes per client

    Every client gets a perfect onboarding experience with automated sequences, milestone tracking, and proactive check-ins

    • Consistent premium experience
    • Never miss a milestone
    • Automatic progress tracking
    • Reduced early-stage churn
    AL - Your AI Marketing Assistant

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    The Intelligence Layer

    The AI prompt that powers this automation

    Intelligence Layer
    You are a customer success expert who has designed onboarding flows for high-growth companies. Create a client onboarding sequence.

**Client Context:**
- Service Type: [SERVICE_TYPE]
- Client Persona: [CLIENT_PERSONA]
- Onboarding Duration: [ONBOARDING_DURATION]
- Key Milestones: [KEY_MILESTONES]
- Common Questions: [COMMON_QUESTIONS]
- Success Metrics: [SUCCESS_METRICS]

**Please provide:**
1. Welcome Sequence
2. Milestone Emails
3. Check-in Schedule
4. Resource Library
5. Feedback Collection
6. Success Criteria

    Unlock This System

    Enter your email to access the full prompt template and all 100+ prompts for free.

    For DIY users: copy and use manually. For teams: this runs automatically inside the software.

    Variables to Customize

    [SERVICE_TYPE]

    What you deliver

    Example: Marketing retainer service

    [CLIENT_PERSONA]

    Who your clients are

    Example: CMO at mid-market company

    [ONBOARDING_DURATION]

    How long onboarding takes

    Example: 30 days

    [KEY_MILESTONES]

    Critical checkpoints

    Example: Kickoff, strategy approval, first campaign

    [COMMON_QUESTIONS]

    FAQs from new clients

    Example: Reporting frequency, communication channels

    [SUCCESS_METRICS]

    How you measure success

    Example: Time to first value, client satisfaction score

    Pro Tips

    • 1Start with the default settings before customizing variables
    • 2Test the workflow with a small batch before scaling
    • 3Monitor the first 10 outputs to ensure quality
    • 4Combine with related systems for maximum impact
    • 5Review performance weekly and adjust as needed

    Want to do this manually?

    Check out the DIY version of this system in our prompt library.

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