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Onboard a New Client
Start the relationship organized and reassuring.
Universal
Claude
ChatGPT
Gemini
Grok
💡 The original prompt — works in any model. Start here, then tune per model.
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Service
Help me onboard a new accounting/tax client. The service + what I need to start: {SERVICE} Give me: 1. A warm welcome that sets expectations. 2. A clear checklist of documents/info to gather (secure submission note). 3. How the process, timeline, and communication will work. 4. The first milestone. Professional and organized. Remind clients to send sensitive docs securely. Use [brackets] for specifics.
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