Beginner

New Client Onboarding Journey Map

Creates a structured timeline for a seamless client transition from prospect to active engagement.

Act as an Operations Manager for a CPA firm. Design a 30-day onboarding journey for a new {client_type} client. Include: 1. Welcome email and portal setup, 2. Initial document request list ({pbc_list}), 3. Kick-off meeting agenda, and 4. Internal team assignment for {service_line}.

Related Prompts

Practice Management
Beginner

Client Email: Overdue Invoice Follow-Up

Generates a professional follow-up email for overdue client invoices. Adjustable tone.

ChatGPT-4oClaude Sonnet 4.5Gemini 2.5 Pro
0
0
6
Practice Management
Beginner

Client kickoff agenda and meeting notes template (accounting services)

Creates a kickoff agenda and a structured notes template tailored to accounting engagements. Useful for setting expectations, capturing requirements, and reducing follow-up cycles.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Practice Management
Beginner

Client deliverable cover note (what changed, how to read, next actions)

Creates a cover note to accompany financial statements or reports, explaining key changes and recommended actions. Useful for advisory-style communication.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2