Write a Structured Client Onboarding Document
Use this as the follow-up prompt after the AI has finished interviewing you about your process. It turns your answers into a structured, client-facing onboarding document.
The Prompt
Now use everything I've told you to write a friendly, clear client onboarding explainer. Structure it using these four sections: "What you're getting," "How the process works," "What to expect and when," and "What I need from you." Write it for the client — not for me. Use a warm, professional tone. Avoid jargon. Keep it to one page if possible.
From the guide
Using AI to turn your existing service process into a simple client-facing explainer that reduces questions before they start →Related Prompts
Rewrite a Sales Objection Response to Sound Empathetic
Use this prompt after reviewing the draft script and noticing that specific sections feel off in tone. Adapt it by swapping in the actual section or objection you want refined — this example targets a pricing objection that comes across as defensive rather than empathetic.
Build a Team Sales Script from Call Patterns
Run this prompt immediately after the pattern-extraction prompt, in the same conversation. It converts the identified patterns into a structured, table-format script that team members can scan and use mid-call without sales training.
Extract Sales Patterns from Call Transcripts
Use this prompt after pasting one or more transcripts from your best closed-won sales calls. It sets the AI up to analyze patterns across calls rather than just summarize them, surfacing the exact language and turning points that made each call successful.
Turn Your Rate Card Into a Client Proposal
Use this as your master reusable proposal prompt after every sales call. Paste your rate card and five post-call notes into the bracketed fields to generate a complete, client-ready proposal draft in under two minutes.