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Prompts for Onboarding New Customers Print

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The first message.

A WELCOME MESSAGE

"A new customer has bought [what]. Write a welcome message covering: what happens next, how to reach us, our hours, and what is included."

CONFIRMING AN ARRANGEMENT

"Here is what was agreed: [details]. Write a confirmation restating the arrangement, the price, the dates and what each party will do."

Send this every time. Most disputes involve something nobody wrote down.

SETTING EXPECTATIONS

"Write a short note for new customers explaining our support hours, expected response time, and what counts as urgent."

REQUESTING WHAT YOU NEED FROM THEM

"I need [list] from a new customer before I can start. Write a message requesting each item, explaining briefly why each is needed."

Most projects stall waiting for something the client did not know was needed.

A FOLLOW-UP AFTER TWO WEEKS

"A customer started with us two weeks ago. Write a short check-in asking whether everything is working and whether they need anything."


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