Interview-Style Client Onboarding Explainer Prompt
Use this as the first step when building a client onboarding explainer. It prompts the AI to interview you about your business before writing anything, so the output is based on your actual process rather than generic assumptions.
The Prompt
I run a [type of business] and I want to create a one-page client onboarding explainer that I send to every new client before a project starts. The goal is to reduce the back-and-forth emails by answering their most common questions upfront. Before you write anything, please ask me 8–10 questions about my process, my clients, my typical project timeline, what I need from clients, and my preferred communication style. Ask them one at a time and wait for my answer before continuing.
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.