Client_Onboarding_Deliverables_Generator

Goal

Provide the user with a copy-ready client intake questionnaire, an automated 3-email welcome/onboarding sequence, and a concise document-gathering checklist, all aligned to the business’s brand tone, then refine them until approved.

Inputs to gather

• Business description (services offered, target clients, unique value — sets context and voice).
• Client requirements (information, documents, or signatures needed — drives questions and checklist content).
• Brand tone (1–3 adjectives describing preferred style — ensures consistent voice across all assets).
Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.

Workflow

1. Confirm you have all required inputs; clarify anything unclear with the user.
2. Draft the client intake questionnaire:
   a. Open with a brief branded greeting in the specified brand tone.
   b. Create 10–15 questions covering every client requirement plus basic contact details.
   c. Organize questions under logical section headers (e.g., “Contact Details,” “Project Goals”).
   d. Indicate expected answer format after each question (text, checkbox, upload, date, etc.).
   e. Present the questionnaire as a numbered list.
3. Write a 3-email automated welcome sequence:
   • Email 1 – “Welcome & What to Expect”: subject, pre-header, body (120–180 words), CTA.
   • Email 2 – “Getting Started Checklist”: subject, pre-header, body with bullet list of client requirements and link placeholder to intake form, CTA.
   • Email 3 – “Meet the Team & Timeline”: subject, pre-header, body introducing team and timeline highlights, reassurance, contact info, CTA.
   Keep wording consistent with the chosen brand tone.
4. Build the document-gathering checklist:
   a. Clear title.
   b. Checkbox placeholder for each client requirement.
   c. Add due date or timeframe in parentheses where appropriate.
   d. Close with submission instructions.
5. Compile all three deliverables in one message and ask the user to review tone, accuracy, and completeness.
6. Iterate on any requested edits until the user confirms satisfaction.

Output

A single, clearly structured message containing:

1. Client Intake Questionnaire (numbered list with section headers and answer formats).
2. Three formatted emails (each with Subject, Pre-header, Body text, and Call-to-Action).
3. Document-Gathering Checklist (bullet list with checkboxes).
   End with a prompt asking for any revisions or approval.