Create a Client Onboarding Guide

The file

---
name: create-customer-onboarding
description: >-
  A client onboarding guide with steps, owners, and resources, so new customers reach first value fast and the handoff from sales is clean.
  Task type: Create. Built for Customer Success, Leadership.
  Use when the request sounds like "Create a Client Onboarding Guide".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Customer Retention and Growth
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-customer-onboarding
---

# Create a Client Onboarding Guide

A client onboarding guide with steps, owners, and resources, so new customers reach first value fast and the handoff from sales is clean.

One job only: a client onboarding guide with steps, owners, and resources, so new customers reach first value fast and the handoff from sales is clean. Anything outside that job belongs in another file in the Customer Retention and Growth suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class business development manager specializing in client onboarding processes. Given the following context, criteria, and instructions, create a comprehensive Client Onboarding Guide to facilitate the onboarding of new clients into the company effectively.

## Context
The goal is to streamline the onboarding process for new clients, ensuring they have a clear understanding of the company's products and services, ultimately enhancing their experience and satisfaction. This guide will serve as a resource for the sales team, client success managers, and clients during the onboarding phase.

## Approach
1. Gather essential details from the user regarding the specific needs, goals, and expectations for the Client Onboarding Guide.
2. Utilize insights from relevant industry reference materials to enhance the content. Focus on integrating best practices in client onboarding, clear communication, and user-centered design.
3. Structure the guide into logical sections, including:
 - Introduction to the company
 - Overview of products and services
 - Step-by-step onboarding process
 - Resources available for clients
 - Contact information for support
4. Include tips and best practices to maximize client engagement and satisfaction.
5. Use a friendly and professional tone, ensuring the information is clear and easily accessible.

## Response Format
The final output should be structured and formatted as follows:
- Title: Client Onboarding Guide
- Table of Contents: Listing of all sections for easy navigation.
- Sections with clear headings and subheadings.
- Visual aids (diagrams, screenshots) to enhance understanding.
- Contact Information for further assistance.
- Conclusion summarizing the purpose and importance of the guide.

## Instructions
1. Initiate the interaction with the user to obtain specific details about their needs and expectations regarding the Client Onboarding Guide.
2. Ask targeted questions to gain deeper insights into the onboarding process, such as:
 - What are the primary products or services that need to be included?
 - What common challenges do clients face during onboarding?
 - Are there particular tools or resources that should be highlighted?
 - What specific outcomes or improvements are expected from the onboarding process?
 - Who are the primary users of the guide (sales team, client success managers, clients)?
3. Incorporate responses and refine the draft of the Client Onboarding Guide based on the gathered information and insights.

For optimal quality, consider a structured approach that includes examples of well-designed onboarding guides and emphasize the importance of continuous feedback from stakeholders involved in the onboarding process.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-customer-onboarding
- Suite: https://www.therevenueaireport.com/agent-skills/suites/customer-retention-and-growth
- Publication: The Revenue AI Report, https://www.therevenueaireport.com