ChatGPT Prompts for Onboarding a New Customer

A great customer onboarding process ensures that new clients:

• Understand your product or service quickly, reducing confusion and frustration
• See immediate value, accelerating time-to-value (TTV) and ROI
• Stay engaged, improving adoption, satisfaction, and long-term retention
• Feel supported, strengthening relationships and reducing churn

With ChatGPT-powered prompts, you can design a structured, seamless, and high-impact customer onboarding experience that keeps clients happy from Day 1.

1. The Welcome Email Template

ChatGPT Prompt:

Write a friendly, engaging welcome email for new customers of [Your Company], including a quick thank-you, next steps, and support contact info.

Example Welcome Email:

Subject: Welcome to [Your Company] – Let’s Get Started!

Hi [First Name],

Welcome to [Your Company]! We’re excited to have you on board. Our goal is to help you [Achieve Key Benefit], and we’re here to support you every step of the way.

Next Steps to Get Started:

• Step 1: [Link to Onboarding Guide or Video]
• Step 2: [Schedule a Kickoff Call]
• Step 3: [Join Our Customer Community / Support Portal]

Need help? Our support team is available at [Support Email] or [Phone Number].

Looking forward to helping you succeed!

Best,
[Your Name]
[Your Company]

Why This Works:

• A warm, personalized greeting makes the customer feel valued
• Clear next steps help them take action immediately
• Provides quick access to support to reduce early frustrations

2. The Kickoff Call Agenda

ChatGPT Prompt:

Create a structured kickoff call agenda for new customers of [Your Company], covering introductions, success goals, key milestones, and next steps.

Example Kickoff Call Agenda:

Welcome & Introductions (5 mins)

• Quick introductions and understanding the customer’s role/team

Understanding Your Goals (10 mins)

• What challenges led you to [Your Product]?
• What does success look like for you in the next 30-90 days?

Product Overview & First Steps (15 mins)

• Live walkthrough of key features they’ll use first
• Setting up accounts, integrations, or preferences

Defining Success Metrics (10 mins)

• Key KPIs we’ll track to measure impact
• Timeline for expected results

Next Steps & Q&A (5 mins)

• Action items for both sides
• Support resources & scheduling the next check-in

Why This Works:

• Personalizes the experience by understanding the customer’s unique needs
• Prepares them for success with a clear roadmap
• Reinforces long-term value by setting measurable goals

3. The First 7 Days Checklist

ChatGPT Prompt:

Create a structured first-week onboarding checklist for new customers of [Your Company], including key setup tasks and learning resources.

Example First 7-Day Checklist:

Day 1: Welcome & Account Setup

• Read the Welcome Email & bookmark support contacts
• Complete account setup ([Profile, Preferences, Integrations])

Day 2-3: Learning & Exploration

• Watch the Product Walkthrough Video ([Link])
• Complete a quick tutorial on key features

Day 4-5: First Wins

• Perform [First Key Action] (e.g., send first campaign, upload first report)
• Review best practices for [Industry-Specific Use Case]

Day 6-7: Check-In & Q&A

• Join a live Q&A webinar or customer success call
• Provide initial feedback on onboarding experience

Why This Works:

• Breaks onboarding into small, manageable steps
• Encourages early success ("quick wins")
• Increases engagement with structured progress tracking

4. The Customer Success Manager (CSM) Check-In Email

ChatGPT Prompt:

Write a friendly check-in email from a Customer Success Manager to a new customer, ensuring they’re on track and offering additional help.

Example Check-In Email (Day 7-10):

Subject: Checking In – How’s Everything Going?

Hi [First Name],

I just wanted to check in and see how your experience with [Your Product] has been so far. Have you had a chance to [Complete Key Action]?

If there’s anything we can do to make your onboarding smoother, let me know! We can also set up a quick call to answer any questions.

Looking forward to hearing your thoughts!

Best,
[Your Name]
Customer Success Manager, [Your Company]

Why This Works:

• Feels personal and builds trust (not just automated)
• Encourages feedback and engagement
• Keeps the conversation open for further support

5. The 30-Day Success Review Call

ChatGPT Prompt:

Create a structured 30-day review call agenda for a new customer, focusing on results achieved, challenges, and next steps.

Example 30-Day Review Call Agenda:

Recap & Feedback (10 mins)

• How has your experience been so far?
• Have you encountered any challenges?

Reviewing Progress & KPIs (10 mins)

• What key milestones have you achieved?
• Are we on track with your original goals?

Optimizing & Scaling (10 mins)

• Advanced features or best practices to explore next
• Strategies for maximizing ROI

Next Steps & Future Planning (5 mins)

• Set goals for the next 30-60 days
• Plan for expansion or additional use cases

Why This Works:

• Reinforces long-term value to prevent churn
• Identifies any early friction before it escalates
• Introduces opportunities for upselling or expansion

Final Thoughts: How to Design an Onboarding Process That Drives Retention

• Start with a warm welcome – Make customers feel excited and supported
• Guide them step-by-step – Reduce friction with structured onboarding
• Help them achieve quick wins – Accelerate their time-to-value
• Stay proactive with check-ins – Prevent disengagement early
• Reinforce long-term success – Focus on continuous improvement and growth

Use these ChatGPT-powered prompts to create an onboarding experience that keeps customers engaged, reduces churn, and drives long-term success.