Setup time
30 min
One-time
Time saved
~3 hrs
/client
Tools
Claude AI
Free tier works
Difficulty
Beginner
No code
Cost
Free
To implement
What this workflow does
This workflow takes your client brief, contract details, and service description and produces a complete onboarding pack in one session: a welcome email, a tailored intake form, a first-session agenda, and a shared briefing document. Every new client gets a consistent, professional first impression — without you starting from scratch each time.
Who it's for
- Consultants and fractional executives onboarding new clients regularly
- Small agencies whose onboarding process lives in someone's head
- Solo operators who want every client to feel like their most important one
- Anyone whose onboarding currently consists of a welcome email and good intentions
Input
Signed contract + client brief
Or proposal and notes
60–90 min
Output
Complete onboarding pack
Welcome · intake · agenda · brief
What you'll need
Claude AI (preferred)Google Docs or NotionGoogle Forms or TypeformEmail clientCalendar tool
What good looks like
Onboarding pack — Acme Co.
Everything ready before day one
Pack contents
Time to produce
60–90 min
Example output
- A welcome email that feels personal, not templated
- An intake form with questions specific to this client's context
- A first-session agenda with outcome-based objectives and time allocations
- A shared briefing document the client can review before you meet
- Consistent tone and language across every piece — because all four prompts draw from the same context block