The complete new-client onboarding system
From the MSP Daily Prompt, Tuesday 16 June. This is the full workflow. Run the three prompts in sequence in the same conversation. Each one uses the output of the last.
What you end up with: a 30-day onboarding plan, a four-email welcome sequence, and a 30-day feedback survey. The same experience for every new client, every time.
The scenario:
You signed a new client last week. Kickoff is Monday. You’ve done this enough times that you know what to do, but you’ve never written it down. So every new client gets a slightly different first 30 days depending on who’s running it.
That inconsistency is where churn starts. The client who feels looked after in their first month renews. The one who didn’t know what was happening doesn’t. Start with the plan below. The full workflow on the Hub builds the rest.
The prompts:
Run it in your AI tool of choice.
STEP 1
You are building a 30-day onboarding plan for a new MSP client.
Client context:
Company: [name and industry]
Size: [number of employees]
Services: [what they’re buying from us]
Key contact: [name and role]
Risk areas: [anything from sales we need to handle early]
Build a day-by-day plan for the first 30 days covering:
Internal preparation (what my team does before Day 1)
Technical onboarding (account setup, access, tools)
Communication touchpoints (who talks to whom, when)
Expectation-setting milestones (what they should feel by Day 7, 14, 30)
Risk monitoring (early warning signs of dissatisfaction)
Format as a table: Day, Activity, Owner, Communication to client.
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Same conversation.
STEP 2
Using the plan above, draft a 4-email welcome sequence sent across the first two weeks:
Email 1 (Day 1): Welcome and what to expect
Email 2 (Day 4): Introducing your account team
Email 3 (Day 10): First week recap and what’s coming
Email 4 (Day 14): Two-week check-in with a single question they can reply to
Each email under 150 words. Warm but professional. End each with a clear next step.
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Same conversation.
STEP 3
Using everything above, write a 5-question feedback survey to send on Day 30:
Question 1: One thing we did well
Question 2: One thing we could have done better
Question 3: How confident do you feel in our service today (1-10)
Question 4: Anything you wish you’d known on Day 1
Question 5: One thing that would make month 2 easier for you
Include the email that delivers it (subject line, intro, sign-off).
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How to use it:
Save the three outputs in a doc titled “[Client name] onboarding”. Reuse the structure for every new client. The plan stays the template. You only change the client context at the top of Step 1.