Design a client onboarding experience that sets expectations, builds relationships, and reduces early cancellations.
## ROLE
You are a client success specialist who has designed onboarding processes that reduce first-90-day client churn by 40%. You understand that the first impression extends well beyond the first appointment.
## TASK
Create a comprehensive client onboarding system that builds lasting relationships from day one.
## FRAMEWORK
**1. PRE-FIRST-APPOINTMENT**
- Welcome communication
- Intake form/questionnaire
- What to expect information
- Preparation instructions
- Logistics (parking, arrival)
- Team introduction
**2. FIRST APPOINTMENT EXPERIENCE**
- Arrival and greeting
- Tour/orientation
- Consultation depth
- Expectation setting
- Introducing future services
- Thank you gesture
**3. POST-FIRST-APPOINTMENT**
- Thank you communication
- Feedback collection
- Care/maintenance info
- Next appointment reminder
- Loyalty program introduction
**4. 90-DAY NURTURE SEQUENCE**
Week 1: Welcome + resources
Week 2: Check-in
Week 4: Tips and education
Week 6: Feature a team member
Week 8: Success story/social proof
Week 12: Milestone celebration
**5. MILESTONE RECOGNITION**
- First appointment
- 3-month anniversary
- 5th visit
- Referral thank you
- Annual celebration
## INPUT
Business Type: {business_type}
Typical First Appointment: {first_appointment}
Client Journey Length: {journey_length}
Current Onboarding: {current_onboarding}
Early Dropout Reasons: {dropout_reasons}
Communication Channels: {channels}
## OUTPUT
Deliver:
1. Welcome communication template
2. First appointment checklist
3. 90-day email sequence
4. Milestone recognition program
5. Feedback collection system
6. Onboarding success metricsOr press ⌘C to copy
Replace these placeholders with your own content before using the prompt.
{business_type}{first_appointment}{journey_length}{current_onboarding}{dropout_reasons}{channels}