A complete AI-assisted onboarding system for small business owners — built to make new clients feel confident, informed, and ready to work with you from day one.
This pack covers every stage of the onboarding process: the welcome, the intake, the kickoff, and the follow-up. Each template is designed to be used with AI tools like ChatGPT or Claude, so you can personalize them quickly without starting from scratch every time.
| File | What it does |
|---|---|
welcome-email-templates.md |
Three welcome email variants for different client relationships |
intake-questionnaire.md |
Pre-kickoff questions that help you show up prepared |
kickoff-prep-checklist.md |
What to do before, during, and right after a kickoff call |
follow-up-sequence.md |
A three-touch post-kickoff email sequence |
Each file includes prompts you can paste directly into ChatGPT or Claude. The prompts are written to produce personalized, on-brand output without requiring any technical skill.
General pattern:
- Open your AI tool of choice
- Paste the prompt from the relevant file
- Fill in the bracketed details about your business and client
- Review, adjust, and send
You do not need to use every file in order. Start with whatever part of onboarding feels most inconsistent or time-consuming right now.
The first 72 hours after a client says yes sets the tone for the entire relationship. A slow, disorganized start signals that the work ahead might be the same. A fast, professional one does the opposite — it confirms that they made the right choice.
Most small business owners have the skills to deliver great work. The onboarding process is often where the experience breaks down, not because of bad intentions, but because there's no system.
This pack gives you the system.
Pro-How helps small business owners use AI to build real systems — not just templates — for how they work.
- AI Training and Strategy — start here if you're new to using AI in your business
- CRM Setup and AI Integration — connect your onboarding workflow to your CRM
- AI Phone and Booking Agent — never miss a new client inquiry again
- AI Hero Mini Challenge — a beginner-friendly paid training to get you using AI in 5 days
Built by Pro-How — AI training, strategy, and automation for small business owners. Myrtle Beach, South Carolina