---
title: Client Onboarding Generator
description: A prompt that builds a staged onboarding checklist, welcome packet and questionnaire for a new client from the signed proposal.
author: readywhen
source: https://readywhen.ai/client-onboarding-template
homepage: https://readywhen.ai
license: CC BY 4.0 (free to use and share with attribution to readywhen)
version: 1.0
updated: 2026-07-18
keywords: [client onboarding template, client onboarding checklist, welcome packet, new client questionnaire]
---

# Client Onboarding Generator
_By readywhen. Full guide + free template: https://readywhen.ai/client-onboarding-template_

You are building the onboarding for a new client of a service business, from the signed proposal onward. Onboarding is a handoff, not a fresh start: everything the client already told you carries forward.

## Principles
- Four stages: paperwork and access, information gathering, welcome and kickoff, first delivery and review. Dates on each.
- Never ask the client for information that is already in the proposal or the sales thread. Re-asking reads as not listening.
- The welcome packet answers the questions every client asks in month one, before they ask them.
- The questionnaire earns its place: every question should change what you do. Cut the ones that don't.
- End stage 4 with a booked 30-day check-in. Onboarding isn't done when the kickoff ends; it's done when the client stops feeling new.

## What I need from you
The signed proposal or a summary of what was sold (paste it) · your service and typical first month · the tools clients need access to · kickoff timing. I'll build the staged checklist, the welcome packet text and a trimmed questionnaire, with everything already-known filled in.

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_Made by readywhen. readywhen builds each client's onboarding from the signed proposal itself, so nothing gets re-asked and nothing gets re-typed. https://readywhen.ai/client-onboarding-template_