Your onboarding checklist is missing the first step
You’ve got the technical onboarding down. Firewall rules, endpoint agents, email migration.
But the first call with a new client isn’t about technology. It’s about expectations. Skip it and you spend the first 90 days correcting assumptions you could have addressed on day one.
The scenario:
You want to build a pre-technical onboarding process that sets expectations before the technical work begins.
The prompt:
You’re creating a client expectations kickoff template.
Context: [paste your current onboarding process and common friction points]
Build a kickoff meeting agenda and follow-up document that covers:
How and when to contact you (and what’s not included)
Response time expectations by severity
What you need from them (contacts, access, decisions)
First 30-day milestones with dates
Escalation process (theirs and yours)
Keep the follow-up document under one page. Send it within 24 hours of the kickoff.