Create a Client Onboarding Sequence Automatically

Start a NEW chat at https://claude.ai Paste the following block (fill the bracketed parts in your own words first): --- CONTEXT (fill in) - What I sell: [e.g. brand retainers / project-based web dev] - Typical engagement length: [weeks or months] - Kickoff format: [live Zoom / async] - Last client #1 onboarding (messy is fine): what emails you sent, links you shared, docs you created, when kickoff happened - Last client #2 onboarding: same INSTRUCTIONS FOR YOU (Claude) 1) Return a NUMBERED list of every onboarding touchpoint implied by the context (emails, forms, calendar links, invoices, Looms, Slack invites, etc.). 2) After each touchpoint, label it exactly one of: Necessary — Nice-to-have — Missing — Redundant 3) Do NOT write any client-facing wording, email drafts, or subject lines. Inventory and labels only. 4) If you cannot find at least one Missing or one Redundant touchpoint, say explicitly "none" for that category and justify in one sentence each. --- Send the message.

In the SAME Claude chat as Step 1, send this as your next message: --- Using the numbered inventory you produced in your previous reply (do not restart the timeline from scratch): 1) I pick ONE primary trigger for this sequence (choose one only): [signed contract / deposit cleared / calendar hold confirmed — I will write which ONE in the next line]. My primary trigger is: ________________ 2) Produce a markdown table with columns exactly: Phase | Day offset from trigger | Channel (email / Loom / form / other) | Owner action (you vs client) | Exit criterion Phases must cover at least: Welcome / Intake / Prep / Kickoff (merge names if needed but keep four distinct rows minimum). 3) Every row needs a concrete day offset like "Day 0", "Same day", "Day +1", or "Day +3" — not "when ready". 4) If I listed two different triggers elsewhere, ignore the weaker one and pick one: default to "deposit cleared" if I was ambiguous. Reply with ONLY the table plus at most 3 sentences of clarification—no email copy yet. ---

In the SAME Claude chat, send: --- Using the markdown table from your last message: Design at most 6 client-facing messages for the whole onboarding. For each message provide: - Working title (internal) - Two subject line options - One sentence: what this message must accomplish (job-to-be-done) - Dependency line: what must be true before I send this (e.g. "only after intake form submitted") Rules: - No two messages may share the same job-to-be-done; merge duplicates. - If you proposed more than six, compress down to six and say what you merged. No full email bodies yet—outline only. ---

In the SAME Claude chat, send: --- Using the timeline table from earlier in this chat AND the message skeleton you just outlined: Write the full draft text for each message in send order, with these constraints: Allowed placeholders ONLY (use exactly these tokens, including braces): {{CLIENT_NAME}} {{PROJECT_NAME}} {{KICKOFF_DATETIME}} {{CALENDLY_OR_BOOKING_LINK}} {{INTAKE_LINK}} {{PORTAL_OR_DRIVE_LINK}} Content coverage across the pack (spread across messages, not repeated unnecessarily): - Welcome + boundaries: how to reach me, expected response times, what I need from them first - Intake: inline questions OR point them to {{INTAKE_LINK}} - Prep/homework before kickoff - One reminder message for ~24h before {{KICKOFF_DATETIME}} - Optional short "what happens next" after kickoff (only if it fits one of the six) Style: warm, direct, confident. Do NOT use these softeners anywhere: "I just", "Sorry to bother", "Totally understand if", "No worries", "Hope that's okay". Length: each email body max ~180 words unless you label a block as "call script bullets" instead. If the table referenced a link but you cannot draft without it, keep the placeholder and do not invent URLs. Do not change the day offsets from the table unless you explicitly flag a conflict in one sentence. ---

1) Open https://docs.google.com and create a new Google Doc (or use Notion/Apple Notes with the same headings if you do not use Docs). 2) Title the doc: Client_Onboarding_Sequence_MASTER 3) Paste sections in this order: (A) Trigger + timeline — copy the markdown table from Claude (Step 2 output). (B) Intake question list — copy from Claude (from Step 4 where questions appeared, or extract a bullet list). (C) Messages — copy each full draft in send order with clear headings: Message 1, Message 2, … (D) Per-client checklist — numbered steps: duplicate this master → replace all placeholders → send Message 1 → track intake received → schedule kickoff → send reminder → archive or file the doc for the engagement. 4) Optional subsection (max 5 lines): "If I automate later (Zapier/Make)" — one line for a plausible trigger, one line for a plausible action. No setup tutorial. Save the doc.