Skeleton Documents
Onboarding Handbook (New Client)
A 'Welcome Pack' document structure to send to new clients.
Updated: January 26, 2026
What does this AI prompt do?
This AI prompt helps UK SMEs by providing a ready-to-use template for a 'welcome pack' document structure to send to new clients.. Simply copy the template below, customize the variables for your business, and paste into any AI tool like ChatGPT or Claude.
AI Prompt Template
Act as a specialist consultant. **Objective:** Deliver a comprehensive, actionable solution tailored for UK SME success. Here is the improved, maximally effective business prompt template, maintaining the exact required structure and variables: I require a precisely structured **skeleton blueprint** for a high-impact 'New Client Onboarding Welcome Kit' PDF. **Context:** We are a results-driven **[Industry] agency** dedicated to achieving measurable success for our new partners. **Mandatory Sections (Ensure each prompts a clear, actionable internal directive):** 1. **Inspirational Welcome Message from Founder:** (Must establish immediate rapport and articulate our core value proposition.) 2. **The Collaborative Crew:** (Showcase key team members with high-quality Photos and clearly defined Roles/Expertise.) 3. **Our Operational Blueprint:** (Detail efficient Communication Protocols, guaranteed Response Times, and Service Availability/Hours.) 4. **Essential Inputs for Launch:** (Explicitly list required Credentials/System Access and Necessary Creative/Brand Assets.) 5. **The Path to Success (Project Trajectory):** (Define a clear, phased Timeline and immediate Next Actionable Steps for both parties.) 6. **Investment & Partnership Framework:** (Address all financial and procedural queries transparently.) **Action:** Suggest a highly engaging, partnership-focused title for Section 6 that replaces the generic term 'Billing/Admin FAQs' while retaining the core administrative function.
How to use this prompt:
- Copy the template above
- Customize the variables in brackets [like this] with your business details
- Paste into ChatGPT, Claude, or your preferred AI tool
- Get professional results in minutes
Why this works:
This prompt uses proven business frameworks and UK-specific requirements. It's designed to give you professional results that comply with local regulations and industry best practices.