CP-0252Pro

New client onboarding at a small agency: the first two weeks

Creative ProductivityIntermediateText · Claude

Project Management

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Prompt

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Preview: the title, when to use it and the expected output. The prompt text opens with Pro.

When to use

Small creative agencies and studios that want every new client to start the same organized way

Expected output

Day-by-day onboarding plan for two weeks, welcome email, kickoff agenda, access checklist and the questionnaire to send before the kickoff

Tags

client onboardingagencykickoffproject managementprocess