Every agency loses time reinventing onboarding for each new client. This prompt builds a complete onboarding checklist tailored to your services, so a small agency starts every engagement looking buttoned-up. Paste your service list and it does the structuring.
What's Included
- Tailored steps: onboarding tasks matched to the work you actually do.
- Kickoff agenda: a first-call structure that sets expectations.
- Asset checklist: everything you need to collect from the client up front.
- Editable in Taskade: turn the output into a working tracker in project views.
How To Use
- Open the prompt and add your service list.
- Run it to generate the onboarding plan.
- Tweak steps to fit the client.
- Clone the connected app to run it for real.
Browse agency systems in the Community Gallery or open the agency workflows generator.