BUILD A CLIENT ONBOARDING CHECKLIST
Processes and documentation ensure consistency in your operations and client experience. Every Wednesday, we share an AI prompt to help you turn documentation from an afterthought into an opportunity to improve efficiency.
The scenario:
Onboarding sets the tone for a client relationship and prevents ongoing issues. Today’s prompt helps you generate a standardized checklist and ensure consistent service delivery across all new clients.
The prompt:
You are the operations manager of an MSP onboarding a [insert industry] company. Create a checklist that covers:
Pre-onboarding activities (e.g. signed contract, kickoff call, licenses, etc.)
Day 1 activities (e.g. network discovery, device setup, password policy, etc.)
Week 1 activities (e.g. ticketing setup, escalation contacts, initial training, etc.)
Compliance evidence to collect.
Format as a tick-box list grouped by timeline and simple enough for junior staff to follow.