Chapter 15 — Client Journey & Onboarding — Set the Tone From the Start
Prompt 41 Client Onboarding Document Builder
Context/Tips- Save this as a PDF or webpage.
- Include their specific next step and what you need from them.
A polished onboarding document that makes clients feel they made the right choice.
The Prompt
Using the Studio Voice Blueprint, Linguistic Filter, and Authentic Value Matrix from Chapter 1, I need to build a client onboarding document. My business details: - Contract highlights: [KEY POINTS] - My process steps: [YOUR WORKFLOW] - My communication style: [E.G., "I respond to emails within 48 hours"] - What's included in their package: [PACKAGE DETAILS] Write a client onboarding document that: - Opens with a warm welcome - Explains the journey from contract signing to gallery delivery - Sets expectations for communication - Lists key milestones and what triggers each - Includes their next step immediately after signing - Weaves in 1–2 values from the Authentic Value Matrix Apply the Linguistic Filter. Do NOT include legal contract language. Aim for 1–2 pages, scannable with headers and bullets.