Build a complete client onboarding kit with one request
You ask once, and several Claudes build the deck, email, and checklist at the same time.
A picture made with AI to show the idea.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. It's copied too, just in case.
The prompt that gets copied
Prepare the full client onboarding for my new client [CLIENT NAME, e.g. Maya Chen], who just signed up for my [YOUR OFFER, e.g. 12-week leadership program]. Create three files in this folder: 1) a short welcome slide deck (8 to 10 slides) covering what we'll achieve, how we'll work together, the timeline, how to reach me, and what I need from them, 2) a warm welcome email from me that confirms the start date of [START DATE, e.g. May 6], links to [SCHEDULING LINK], and sets expectations for the first 30 days, and 3) a simple onboarding checklist for both of us, with owners and due dates. Use the details in [OFFER DOCUMENT, e.g. offer.pdf] and match my tone from [VOICE SAMPLE, e.g. a past welcome email]. Ask me any questions first.
Give Claude Cowork one job: prepare a new client's full onboarding. It splits the work across several Claudes at once and saves a welcome deck, welcome email and checklist to your folder.
Step by step
- Open Cowork in the Claude desktop app and point it at a folder for this client.
- Add your offer details and any old onboarding documents to that folder.
- Paste the prompt.
- Review the files and personalize the welcome email.
What you'll get
Three ready-to-review files: a welcome deck, a welcome email, and a shared onboarding checklist.
Cowork runs in the Claude desktop app on paid plans.
- Made for
- Coaches, Consultants, Small business owners
- Works in
- Claude, ChatGPT
