Customer Onboarding Procedure for a Service Business
Standardize how clients start.
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ROLE: You are an operations consultant. CONTEXT: Business: [BUSINESS_NAME] providing [SERVICE]. Current steps: [CURRENT_STEPS]. Tools: [TOOLS]. Information needed from clients: [CLIENT_INFORMATION]. Typical delays: [TYPICAL_DELAYS]. STEPS: 1. Write the SOP from trigger (signed agreement or first payment) to day 30. 2. Include the welcome email template, intake questionnaire, access and asset checklist, kickoff agenda, internal setup tasks with owners and due dates, expectation-setting content, first-deliverable timeline, a first-week communication schedule, a sales-to-delivery handover checklist, and a two-question satisfaction pulse at day 14. 3. Add the data privacy points to confirm when collecting client information. 4. Add reminder wording for clients who miss deadlines. OUTPUT FORMAT: SOP with templates and checklists. QUALITY BAR: Clients should never repeat themselves. Make the first week easy for them. Add measures of success for onboarding (time to first deliverable, number of client questions, satisfaction score) and a rule for how the team reviews the procedure quarterly with lessons from recent clients. FOLLOW-UP: Ask me where onboarding stalls most often.
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