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Wow your clients

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.

About 30 minutes, including your review Advanced

A sample of what you get back, made with AI.

Your prompt

Fill in your details. Skip any you like.

ChatGPT opens with your prompt already typed in. It's copied too, just in case.

The prompt that gets copied

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.

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.

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.

Work is on every plan in the ChatGPT desktop app and on paid plans on web and mobile. Longer tasks use more credits.

Made for
Coaches, Consultants, Small business owners
Works in
ChatGPT

Frequently Asked Questions.

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.

Find more like this in AI agent use cases, For client work, For small business and For coaches.

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