What to provide
Signed scope, customer intake form, assigned team, milestones, and required approvals.
Starting prompt
Build a customer onboarding checklist from this signed scope. Show owner, due trigger, required input, and completion evidence for each step. Put unknowns in a separate section.
Trial case
Use a signed scope with a kickoff dependent on customer access. The checklist should place access before kickoff and show who verifies that the account works.
Review gate
The delivery lead confirms capacity, timelines, and who owns each handoff. Share only the customer-facing portion externally.
How to score the result
Days to first value and onboarding tasks completed on schedule.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore ChatGPT Workflows for Small Business or the AI business strategy guide.