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Write an Onboarding Checklist for New Customers
#onboarding#customer success#activation
Create an onboarding checklist and communication sequence for new customers of the following product: Product: [describe it] Customer type: [B2B / B2C / SMB / enterprise] Setup complexity: [simple (under 1 hour) / moderate (1 day) / complex (weeks)] Support resources available: [self-serve only / email support / dedicated CSM / onboarding calls] Key action that defines "activated": [the specific thing a customer does that predicts retention] Deliverables: 1. Customer-facing onboarding checklist: - 5–10 steps in logical order - Each step: clear action + why it matters + estimated time - Visual progress indicator suggestion 2. In-app or email prompts for each step (if applicable): - Short, action-oriented message for each incomplete step 3. Onboarding email sequence (3–5 emails): - Day 0: welcome and first step - Day 2: progress nudge or tip - Day 5: address common sticking point - Day 10: showcase advanced feature or success story - Day 14: check-in and offer help 4. Success milestone messages: - What to say when they complete the key activation action 5. Warning signs: what indicates a customer is stuck and what to do
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