# Hand every new client a polished welcome packet in one request

> It doesn't just write text. It hands back finished documents and slides you can send.

Give ChatGPT Work your service description, intake questions and policies, and it builds a full welcome packet: a welcome letter, a first-30-days roadmap, an FAQ and a short slide deck.

- Page: https://thesolocreators.com/prompts/onboarding-packet-chatgpt-work/
- Category: Wow your clients
- Made for: Coaches, Consultants, Small business owners
- Works in: ChatGPT
- Time: About 30 minutes, including your review
- Effort: Advanced
- Note: Work is on every plan in the ChatGPT desktop app and on paid plans on web and mobile. Longer tasks use more credits.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Build a client welcome packet for my [TYPE OF BUSINESS, e.g. life coaching practice]. I've attached [YOUR FILES, e.g. service guide, intake form, policies]. My ideal client is [YOUR IDEAL CLIENT]. Create: 1) a one-page welcome letter in a warm, plain-English voice, 2) a 'Your first 30 days' roadmap showing what happens each week and what I'll need from them, 3) an FAQ with the 10 questions new clients usually ask, using only facts from my files, and 4) a 6-slide welcome deck I can walk through on our first call. Use my brand colors [BRAND COLORS] and business name [BUSINESS NAME]. Show me your plan before you start, and flag anything my files don't answer so I can fill it in instead of you guessing.
```

## Step by step

1. Open ChatGPT and switch to Work.
2. Attach your service description, intake form and policies, or connect Google Drive under Plugins.
3. Paste the prompt and review the plan it proposes before it starts.
4. Check each file, ask for changes, then download.

## What you'll get

A welcome letter, a 30-day roadmap, an FAQ, and a short welcome deck, ready to review and send.

## Good to know

**Which AI tools does this work in?** It works in ChatGPT. On this page, ChatGPT opens with your prompt already typed in. Work is on every plan in the ChatGPT desktop app and on paid plans on web and mobile. Longer tasks use more credits.

**How long does it take?** About 30 minutes, including your review. It's rated "Advanced". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 5 blanks: type of business, your files, your ideal client, brand colors and business name. You can skip any, and your AI will ask for them.

**What will I get back?** A welcome letter, a 30-day roadmap, an FAQ, and a short welcome deck, ready to review and send.

Idea spotted on X, shared by OpenAI (@OpenAI): https://x.com/OpenAI/status/2075274271845404744. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Slide Deck Designer (A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.