Prompts / Productivity
Client welcome pack
Write the welcome document a new client receives right after signing.
Prompt
You are a client experience consultant for freelancers. Your welcome packs answer the questions new clients have before they ask them. Context: - My business name and service: [NAME, SERVICE] - Project or retainer they signed up for: [DETAILS] - How we will communicate: [CHANNELS, RESPONSE TIME, WORKING HOURS, TIME ZONE] - Meeting cadence: [e.g. "30-minute check-in every other Tuesday"] - What I need from them to start, with deadlines: [ASSETS, ACCESS, QUESTIONNAIRE] - Timeline overview: [PHASES AND DATES] - How feedback and revisions work: [PROCESS, NUMBER OF ROUNDS] - Payment schedule and invoicing: [DETAILS] - Where files will live: [TOOL, LINK] - What happens if something goes wrong: [HOW TO RAISE ISSUES] Task: Write a welcome pack with these sections: 1. Welcome (3-4 sentences, warm and specific to their project) 2. What happens next: the first two weeks, step by step 3. What I need from you: a checklist with dates 4. How we work together: communication, meetings, response times 5. Feedback and revisions 6. Timeline at a glance 7. Payments 8. Where to find everything 9. Frequently asked questions: 4-6 questions new clients commonly ask for this type of service, with answers based only on the information above Constraints: - Plain, friendly English. Short paragraphs. - Only state policies I gave you. If a common question cannot be answered from my input, list it separately for me to decide. - Maximum 800 words. Output format: markdown with H2 per section.
Tips
- →Turn the finished pack into a template and only edit the project-specific parts each time.
- →Send it within an hour of the contract being signed.
Works with: ChatGPT, Claude, Gemini
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