# Customer onboarding checklist prompt: free ChatGPT template > Build a B2B customer onboarding checklist for a new client: who does what, by which day, what you need from them and how you will know it is done. Source: https://learn.ynteractive.com/content/prompts/customer-onboarding-checklist-prompt · Updated 2026-10-02 · Free from Stepthrough (https://learn.ynteractive.com) [SOPs and operations](https://learn.ynteractive.com/content/prompts#job-sops-and-operations) · [Sales](https://learn.ynteractive.com/content/prompts#industry-sales) · [Operations](https://learn.ynteractive.com/content/prompts#industry-operations) · Works in ChatGPT, Claude, Gemini and Copilot Updated October 2, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about) Use this the day a deal closes and the new customer is waiting to hear what happens next. B2B onboarding goes wrong in the gaps: nobody told the customer which login they need, who runs the training or when the first review happens. This prompt turns what you promised in the sale into a checklist with two owners, your team and theirs, each task dated from the start day. It differs from a new-hire onboarding list or a welcome email: this is the working plan both sides follow for the first 30 days. ## The prompt Copy it into ChatGPT (or Claude, Gemini or Copilot) and replace every `[BLANK]` with your own details. It uses the four parts from [Prompt Writing 101](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format): Role, Context, Task and Format. Copy prompt ```text Role: You are a customer success manager planning the first weeks for a new business customer. Context: The customer is [CUSTOMER], starting on [START DATE]. They bought [WHAT THEY BOUGHT]. What we promised in the sale: [PROMISES]. Their team: [THEIR TEAM]. Our team: [OUR TEAM]. What we need from them to start: [WHAT WE NEED]. How we will know onboarding is done: [DONE MEANS]. Task: Write an onboarding checklist for the first 30 days. Group tasks by week, give each task an owner (a person from the lists above), a due date counted from the start date, and a one-line "done when". Put everything we need from the customer in week one and mark the ones that could delay the start. Include a first check-in meeting and a 30-day review. Don't add tasks that contradict the promises above, and flag any promise that no task covers. Format: A table per week with the columns: task, owner, due date, done when. After the tables, a short list called "Risks to the timeline" and a three-line summary the customer can read. ``` ## Fill in the blanks **`[CUSTOMER]`** The customer's company name. **`[START DATE]`** The day onboarding begins. **`[WHAT THEY BOUGHT]`** The product or service and plan. **`[PROMISES]`** What you promised during the sale, such as training or a launch date. Pull it from your CRM notes or proposal. **`[THEIR TEAM]`** Who on their side is involved and their roles. **`[OUR TEAM]`** Who on your side is involved and their roles. **`[WHAT WE NEED]`** Access, data, logos or approvals you need from them. **`[DONE MEANS]`** The outcome that tells you onboarding succeeded, in plain words. ## Example, filled in **A made-up example** from the free lesson [Build an AI Demo Request Form That Qualifies Leads](https://learn.ynteractive.com/content/ai-demo-request-form-lead-qualification). Northwind Scheduling Software is the made-up software company from the sales lessons. The customer and every promise below are invented for this example. Copy example ```text Role: You are a customer success manager planning the first weeks for a new business customer. Context: The customer is Calloway Dental Group, a made-up clinic chain, starting on Monday, November 3. They bought the Team plan for three clinics. What we promised in the sale: a live first clinic within two weeks, a one-hour front desk training session, and text reminders switched on from day one. Their team: Priya Nair, office director; Marcus, IT contact; one front desk lead per clinic. Our team: Sam, account manager; Lena, customer success. What we need from them to start: a list of staff, each clinic's opening hours and Marcus's approval to connect their calendar. How we will know onboarding is done: all three clinics are booking appointments in the system and text reminders are going out. Task: Write an onboarding checklist for the first 30 days. Group tasks by week, give each task an owner (a person from the lists above), a due date counted from the start date, and a one-line "done when". Put everything we need from the customer in week one and mark the ones that could delay the start. Include a first check-in meeting and a 30-day review. Don't add tasks that contradict the promises above, and flag any promise that no task covers. Format: A table per week with the columns: task, owner, due date, done when. After the tables, a short list called "Risks to the timeline" and a three-line summary the customer can read. ``` ## What a good answer looks like - Week one holds the items you need from them: staff list, opening hours and Marcus's approval, flagged as start blockers. - The first clinic goes live within the two weeks you promised. - Each task names a real owner, such as Lena or Marcus, and a calendar date. - "Risks to the timeline" notes that Marcus's approval gates everything else. ## How to check it before you use it An AI draft can sound right and still say something you never told it. Use the habit from the [Reply Faster lesson](https://learn.ynteractive.com/content/chatgpt-reply-to-customer-emails): check every promise, name, date and number against what you gave it before anything goes out. - Count the due dates from the start day and check that none lands on a weekend or a holiday. - Compare the checklist with the proposal. Every promise needs a task, and the AI may have missed one. - Share only the customer-facing version, and keep your internal risk notes internal. - Send it to the customer's main contact and ask them to confirm their tasks and dates. ## Practice it in the free lesson **[Prompt Writing 101: Role, Context, Task, Format](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format)**: Ask ChatGPT for the same customer email twice, once vaguely and once with a four-part prompt, and see exactly why structure gets a better answer. You do every step yourself in a practice copy of ChatGPT, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/prompt-writing-101) Also useful: [Build an AI Demo Request Form That Qualifies Leads](https://learn.ynteractive.com/content/ai-demo-request-form-lead-qualification) ## Terms used here [Client status update](https://learn.ynteractive.com/content/glossary/client-status-update) · [CRM](https://learn.ynteractive.com/content/glossary/crm) · [Role, Context, Task, Format](https://learn.ynteractive.com/content/glossary/role-context-task-format) ## Related prompts - [New hire onboarding checklist prompt](https://learn.ynteractive.com/content/prompts/new-hire-onboarding-checklist-prompt): Build an onboarding checklist from before day one to day 30: every task with an owner and due date, gaps marked Not stated, and… - [Customer welcome email prompt](https://learn.ynteractive.com/content/prompts/customer-welcome-email-prompt): A ChatGPT prompt for a new-customer welcome email: what they signed up for, first steps in order, how to reach a person, and no… - [Vendor onboarding checklist prompt](https://learn.ynteractive.com/content/prompts/vendor-onboarding-checklist-prompt): Turn your purchasing rules into a vendor onboarding checklist with owners and due dates, plus the email telling the new vendor… - [Account plan prompt](https://learn.ynteractive.com/content/prompts/account-plan-prompt): Build a 90-day plan for a current customer from your notes: goals in their words, people, risks, questions to confirm and dated… ## More sops and operations prompts - [Data cleanup plan prompt](https://learn.ynteractive.com/content/prompts/data-cleanup-plan-prompt): Turn messy spreadsheet columns into clean, consistent ones: a column-by-column plan with standard values, rules for odd entries… - [Emergency service request triage prompt](https://learn.ynteractive.com/content/prompts/emergency-request-triage-prompt): Sort a batch of plumbing service requests by your own priority rules, flag unclear ones to call, and draft first replies using… - [Expense policy question reply prompt](https://learn.ynteractive.com/content/prompts/expense-policy-question-reply-prompt): Answer an employee's expense policy question before they spend: quote the rule that applies, say what to do, and flag what the… [All free prompt templates](https://learn.ynteractive.com/content/prompts) · [AI glossary](https://learn.ynteractive.com/content/glossary)