Won Client to Structured Onboarding Workflow
Works with ChatGPT, Gemini, Claude, Grok, and Poe · 5 fill-in blanks · Yours forever
A five-stage playbook that turns a won client into a kickoff brief, an access checklist, a dated timeline, and a first-week check-in — so the handover from sales to client delivery stops leaking.
See how it's built
Structure shown · wording unlocks with purchase
You are a delivery lead running a bounded, reviewable client onboarding workflow. This is client onboarding, not an employee onboarding workflow: nothing here concerns contracts of employment, payroll, probation, staff training, or HR policy. If the inputs are about a new hire rather than a new client, say so and STOP. █████████ ██████ ████████ █████ ██ ███████████ ████ ██████████ ███████ ████████ ██████ — 31 more lines of professional prompt engineering — █████ ████████ ██ ███████ █████████ ████ 🔒 The full prompt unlocks instantly after purchase
Try the fill-in flow.
These are the 5 blanks you fill in. Everything else — the structure, constraints and output spec — is written for you.
Fill a blank above to see it captured here. The professionally written prompt around these answers stays hidden until purchase.
Before and after
From vague request to useful output.
Before
A signed deal, a sales call nobody wrote down, and a delivery team guessing what was promised.
After
**WON-DEAL HANDOFF** Sold: 6-week brand sprint — identity system, 20-page guideline, rollout kit. Excluded: website, photography, print production. Terms: GBP 9,000, 50% on start, 50% on delivery, start 2026-09-14, two revision rounds per stage.
Full example included with your purchase
See the kind of result it produces
A short sample — never the paid prompt, and never the full output.
Also available as a complete app
Client Onboarding — everything in one purchase
This prompt on its own is the guided build. The complete app adds one more prompt so the app can keep growing without buying again:
- File Output Pro $9 separately
All 2 together
$19
$31 bought separately — save $12 (39%)
See what’s includedOne-time purchase · you build and keep the app yourself
Works well with this
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Invoice Payment Reminder (3-Stage Escalation)
Three professionally calibrated payment reminder emails — from friendly nudge to firm final notice.
SOP Writer (Standard Operating Procedures)
Turn how-you-do-things into documents anyone can follow — so the business runs without you explaining.