Client onboarding is a critical time.
This is the first time – if you didn’t give them a demo – for them to see your product or service in action.
So first impressions matter!
But here’s the thing.
Onboarding can take a lot of time especially if certain points are unclear, expectations are not managed from the onset, and if they have a terrible experience with your UI. At the same time, you also want to be friendly, nudge them gently, and be relatable.
To simplify the process, the team engineered a unique prompt and we put out this guide so that you can use it for free.
Yes, it works with B2B and B2C.
Without further ado, we’ll show you how to create an onboarding process with ChatGPT!
The Onboarding Process ChatGPT Prompt
This prompt is a long one so bear with us for a second.
I am a [what do you do for a living] and I work with [company name] and we are in the [industry].
Create a customized onboarding process for our new customers tailored to educate them about our specific products/services.
This process should be adaptable to different deployment methods, including a series of emails, a dedicated onboarding portal, or direct customer interaction.
Please include the following key components:
1. Welcome Message: Craft a personalized welcome message that expresses gratitude and excitement about the customer’s onboarding and their choice to go with us. [Insert company-specific greeting or tagline].
2. Introduction to the Product/Service: Provide a concise yet thorough introduction to the product or service, highlighting key features and benefits. [Add yo product/service specifics].
3. Initial Setup Instructions: Offer clear, step-by-step instructions to help customers start using the product or service immediately. [Add customized setup guidance].
4. Educational Resources: Direct customers to helpful resources such as tutorials, FAQs, user manuals, and instructional videos. [Add your links here].
5. Customer Support Information: Clearly outline how customers can contact support (e.g., phone, email, live chat). [Add contact details and other pertinent information].
6. Feedback Loop: Encourage feedback and provide a simple mechanism for customers to share their experiences or issues. [Detail feedback methods like surveys or direct contact options].
7. Upsell Opportunities: Introduce complementary products or services in a manner that feels helpful rather than forceful. [Customize with relevant additional offerings].
8. Closing Message: End with a positive, forward-looking message that reaffirms your commitment to customer satisfaction. [Insert customized closing remarks].
Consider structuring this onboarding process to be deployed over multiple communications, such as a three-part email series, to engage customers gradually without overwhelming them. Each email can focus on different aspects of the onboarding process to maintain customer engagement and provide manageable amounts of information at each stage.
So what makes this prompt work?
We’ve made it so this prompt has a flow that makes sense and is strategically organized so that you can use it as is or adapt it to the platforms you’re using to touch base with your customers.
Additionally, with this prompt, we’ve left room for you to input the specific details of your products and/or services. This makes it highly customizable and can ensure that it’s tailored to your business.
Read more: How to Get LinkedIn Top Voice: The Science Behind the Community
The Output
For this particular example, we decided to take a different route and play with a project manager’s persona.
I am a Project Manager and I work with ABC Company and we are in the brand design and packaging solutions industry.
Create a customized onboarding process for our new customers tailored to educate them about our specific products/services.
This process should be adaptable to different deployment methods, including a series of emails, a dedicated onboarding portal, or direct customer interaction.
Please include the following key components:
1. Welcome Message: Craft a personalized welcome message that expresses gratitude and excitement about the customer’s onboarding and their choice to go with us. Our company tagline is “At ABC Company, you get the Advertising for your Brand at a Competitive rate”
2. Introduction to the Product/Service: Provide a concise yet thorough introduction to the product or service, highlighting key features and benefits. The main product is brand consultation and design. This product includes working side by side with us to come up with a branding package for your business, including logo, color palette, brand voice and imagery.
3. Initial Setup Instructions: Offer clear, step-by-step instructions to help customers start using the product or service immediately. First, the customer needs to create a profile on our client portal, then they answer a profile data sheet that will allow us to see what their vision is, after receiving the results, a specialist will get in touch with them to discuss their branding and verify what services they seek to avail, as well as the length of contract, once done, the service process begins.
4. Educational Resources: Direct customers to helpful resources such as tutorials, FAQs, user manuals, and instructional videos. www.abccompany.com/frequently-asked, www.abccompany.com/client-manuals
5. Customer Support Information: Clearly outline how customers can contact support (e.g., phone, email, live chat). Email: [email protected], Phone: +001234567, customer chat support on the client portal on our website
6. Feedback Loop: Encourage feedback and provide a simple mechanism for customers to share their experiences or issues. Our feedback methods include a monthly survey, as well as an email where you can get in direct contact with us [email protected]
7. Upsell Opportunities: Introduce complementary products or services in a manner that feels helpful rather than forceful. Along with brand consultation and design, we offer add-on services like marketing materials and packaging layout editing and printing.
8. Closing Message: End with a positive, forward-looking message that reaffirms your commitment to customer satisfaction. We hope you can join the ABC Company family!
Consider structuring this onboarding process to be deployed over multiple communications, such as a three-part email series, to engage customers gradually without overwhelming them. Each email can focus on different aspects of the onboarding process to maintain customer engagement and provide manageable amounts of information at each stage.
In the output, you can see that we designed the prompt to function whether on emails or prompts on their screen when using a company portal (for SaaS), we did this to make sure that the output could be deployable in multiple industries.
Apart from that this also allows you to choose the structure.
In the first section, by starting with a welcome message, you are not only showing them a glimpse into your company culture – form the one, but you are also establishing your image to your customer.
The introduction section is necessary as it gives an overview of what you can do for them. At the same time, it also provides them with a reminder of the first things that they need to do and allows them a quick jumpstart to start using your product or service.
Here we enter the main onboarding process where you guide your client where you can reinforce your guidelines and provide references.
If you’ve noticed, the texts are kept as brief as possible. This is to make sure things are communicated directly and concisely.
The separation by categories and topics also makes it easier for the client to go back in case they have a question in mind.
We made sure to include the resources and support section that will help guide your clients if they have other things they may be wondering about.
Once you’ve got everything that’s necessary, adding a closing message to show your appreciation is a good note to end on.
Key Tips
When entering the prompt, you will have to tailor it according to your own business and products or services. Here are some tips when doing so:
- Be Detailed: By being specific with your products, services, and other things you need to include, you avoid confusing Chat GPT and prevent it from prompting a general or vague answer. This will also make it clearer to your client and can help answer common questions.
- Add your own sections: While this may be a general outline for anyone to follow, it isn’t necessarily applicable to all businesses. Customize the prompt and you can add sections like “Common errors and how to fix them,” or “Tips to maximize our products or services”. Remember, the more information you can include, the better. Just make sure you aren’t overloading your customers.
- Keep It Simple: Don’t try to be complex and overcomplicate things. Just try to keep the process as simple as possible so everyone can easily follow it.
Own the prompt, and make it yours!
Takeaways
Having a good onboarding process can make or break your relationship with any client.
Many clients would be quick to make first impressions if they have to go through a great deal of attrition just to use your products or services.
Whatever you do, keep improving your onboarding process.
Don’t just limit yourself to what you can build with this prompt.
Stay Golden.
Read more: Outreach Secrets: How to A/B Test an Email Using ChatGPT
