IT & Software

Create A Client Onboarding Workflow Checklist

Suggest a list of questions to ask a new client with [number of employees] and [annual revenue] during client onboarding for me.

What This Prompt Does

  • Generates a checklist of strategic onboarding questions based on a client’s size and financial scope.

  • Helps you gather the right information early to understand the client’s operational complexity, compliance needs, service expectations, and growth stage.

  • Assists in customizing service packages, timelines, and support levels by identifying key business characteristics at the start of the engagement.

Tips

  • Use the number of employees to determine how in-depth your HR, payroll, or operational support questions should be—larger teams usually mean more compliance and infrastructure needs.

  • Let the annual revenue guide your questions around financial oversight, risk management, and reporting expectations.

  • Include questions across functional areas—such as accounting, HR, operations, legal, and tech—to get a complete picture of how the client runs their business.

  • Ask about growth plans, current challenges, and preferred communication style to tailor your delivery and strategy.

  • Always document answers in a centralized system or shared file so that your team has access throughout the engagement.

Prompt

Suggest a list of questions to ask a new client with [number of employees] and [annual revenue] during client onboarding for me.

How To Use The Prompt

ill in the placeholders:

  • [NUMBER OF EMPLOYEES] – e.g., 5, 25, 100+

  • [ANNUAL REVENUE] – e.g., $250K, $1.5M, $10M+

Example:
"Suggest a list of questions to ask a new client with:

  • Number of employees: 15

  • Annual revenue: $850,000
    I need this to help build a tailored onboarding checklist for my firm’s new service engagement."

Additional Information

Optimize your client experience with this mega-prompt for ChatGPT, designed to streamline your onboarding process and improve service delivery from day one. This prompt ensures your intake process is structured, relevant, and comprehensive—regardless of the industry or client maturity level.

  • Ensure no critical information is missed by having a consistent framework for discovery.

  • Build trust early with clients by asking the right questions that show your understanding of their business stage and needs.

  • Customize workflows and engagement plans based on the unique data gathered from this prompt-generated checklist.

This prompt is ideal for consultants, accountants, service providers, and agencies who work with a range of client sizes and industries. It reduces guesswork and elevates your client onboarding experience—turning first impressions into long-term success.

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