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Onboarding
Professional Roles • Customer Success
Customer Onboarding Plan
Customer onboarding
Create a personalized onboarding plan for [customer name]: Profile: - Company: [details] - Use case: [primary use case] - Team size: [size] - Goals: [objectives] - Timeline: [timeline] Develop: - Week-by-week milestones - Key activities and deliverables - Success criteria - Training sessions needed - Resources to share - Check-in schedule - Potential risks
Try this prompt in:
Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Onboarding Email Sequence
Automated onboarding
Write an onboarding email sequence (5 emails) for new [product] customers: Day 1: Welcome and first steps Day 3: [Core feature] deep dive Day 7: Best practices and tips Day 14: Advanced features Day 30: Check-in and feedback Each email should: - Have clear subject line - Focus on one key action - Include helpful resources - Be encouraging and supportive - Be under 200 words
Try this prompt in:
Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.