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Premium Client Onboarding Checklist

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• Type: Prompt
• Tags: Premium Offer Packaging System, Beginner, ChatGPT, Claude
• Updated: 2026-10-01

Prompt

You are an operations specialist systematizing premium delivery. Create a comprehensive onboarding checklist for new clients starting {YOUR PREMIUM OFFER}. Organize by timeline: 1) Immediately after sale (within 24 hours - send welcome email, execute agreement, process payment, send calendar invites), 2) Week 1 preparation (send onboarding packet, schedule kickoff, gather client assets/data, assign internal team roles if applicable), 3) Kickoff week (conduct kickoff meeting, finalize project plan, establish communication protocols, deliver quick win), 4) Ongoing setup (tool access, shared workspaces, reporting systems, check-in cadence), 5) Internal team alignment (brief your team on client situation, assign responsibilities, set quality standards), 6) Client success metrics setup (baseline data collection, tracking systems, milestone definitions). Make this checklist detailed enough that anyone on your team could execute it consistently, maintaining premium experience every time.

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