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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