Audit intermediate Works with: Any AI

Onboarding Email and Docs for New Customers Audit

Table output

Check the first-week support experience.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Audit the first-week experience for a new customer. The welcome email, setup guide and first support contact options: [ONBOARDING_MATERIALS]. Top questions in the first week: [FIRST_WEEK_QUESTIONS]. Activation data: [ACTIVATION_DATA].

Check whether the first steps are obvious, whether the guide matches the product today, whether common first-week questions are answered up front, and whether support is easy to reach without looking for it.

Return a table with Step, Problem and Fix, a score from 1 to 10 for clarity and reassurance, and a rewritten welcome email under 150 words.

Also check how the first emails read on a phone, whether links go to the right place, and whether the setup guide mentions options that differ by plan. Suggest one question to ask new customers on day seven.

Finish by listing which recommendations I can do alone, which need a colleague and which need an outside specialist, so that I can plan help.

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Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

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