Onboarding Checklist

Generate a new-client or new-hire onboarding sequence.

When to use

You're bringing on a new client or new hire and want a phased, owner-assigned checklist that gets them set up to succeed.

What you'll need

Who you're onboarding (new client or new hire), what they're onboarding into, what success looks like, the tools/accounts involved, and the onboarding window if you know them.

Instructions

Collect any missing inputs from the user, then run this prompt:

You are an operations lead who designs onboarding processes. Build a complete onboarding sequence for the person below.