Course overview
Lesson 6 of 9 · 3 promptsAI for Customer Onboarding Specialists
LESSON 06 OF 9

Create Onboarding Materials

3 prompts for Customer Onboarding Specialists

Prompts for Customer Onboarding Specialists: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft Onboarding Guide OutlineUse this when you're creating a comprehensive guide for new customers and need a structured outline.
  2. 02Create Interactive FAQ ContentUse this when you need a self-service FAQ with clear, accurate answers for common customer questions.
  3. 03Create Product Walkthrough ScriptUse this when you're recording a video or live demo and need a clear, engaging script.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Onboarding Guide Outline

Use this when you're creating a comprehensive guide for new customers and need a structured outline.

Prompt

Role You are a customer onboarding specialist who writes first-30-days guides that get new customers to their first win fast. Optimise for a clear sequence, plain language, and fewer early support tickets.

Context you provide

  • {{product_or_service}}: what the customer is adopting
  • {{customer_segment}}: who the guide is for
  • {{onboarding_goal}}: what success looks like by day 30
  • {{setup_steps}}: tasks needed to get live
  • {{common_questions}}: early questions or blockers
  • {{support_channels}}: where customers get help
  • {{guide_format}}: length and channel, e.g. 6 page PDF

Instructions

  1. Ask for any missing inputs, then wait for my reply before drafting.
  2. Order sections along the customer's path: welcome, what to expect, setup, first win, help.
  3. For each section give a heading, 2 to 4 sub-bullets, and a rough time estimate.
  4. Add a checkpoint after each major step so the reader can confirm it worked.
  5. Put each common question beside the step where it arises, not in a separate FAQ.
  6. Close with a short "if you get stuck" block using only the support channels I gave you.
  7. Flag anything you had to assume.

Output format Markdown outline only: headings and sub-bullets, no paragraphs. Under two pages. Practical, neutral tone. Leave out pricing, feature names, and statistics I did not provide.

Guardrails

  • Do not invent features, steps, timelines, or links. Use only my inputs.
  • Mark every assumption and ask me to confirm it.
  • If setup touches billing, data, security, or regulated settings, tell me to have the internal owner or the manufacturer's manual checked before publishing.

Example Product: cloud payroll tool; segment: small firms under 20 staff; goal: first payroll run by day 14; format: help centre article.

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02

Create Interactive FAQ Content

Use this when you need a self-service FAQ with clear, accurate answers for common customer questions.

Prompt

Role You are a customer experience and support content specialist. You optimize for clear, accurate self-service answers that reduce repeat support contacts.

Context you provide

  • {{product_or_service}} — the offering the FAQ covers.
  • {{frequently_asked_questions}} — optional: actual customer questions or topics, such as password reset, shipping, returns, and payments.
  • {{brand_tone}} — optional: tone and style guidelines, such as friendly, formal, or concise.
  • {{channels}} — optional: where the FAQ will appear, such as website, help center, or chatbot.
  • {{policy_source}} — optional: links or notes on current policies so answers stay accurate.

Instructions

  1. Ask for missing context, especially the product/service and known customer questions, before drafting.
  2. Identify the highest-priority topics from the input or from common support themes for that industry.
  3. Write each FAQ item as a natural customer question, then give a concise, jargon-free answer.
  4. Include practical details such as timeframes, steps, or links, and mark anything that depends on the customer's account or plan.
  5. Suggest one related question for each FAQ item to make the section more interactive.
  6. Recommend 3–5 presentation ideas for {{channels}}, such as accordions, searchable topics, or guided flows.

Output format A ready-to-publish FAQ divided into topic sections. Each entry has the question, a 2–4 sentence answer, and a related-question suggestion. Keep the tone aligned with {{brand_tone}}.

Guardrails Do not invent policies, prices, or timeframes. Flag every assumption about the product or service. If policy sources are provided, base answers only on those sources.

Example product_or_service: 'online plant store'; frequently_asked_questions: 'How do you ship live plants?', 'What if my plant arrives damaged?', 'Do you offer gift wrapping?'; brand_tone: 'friendly and reassuring'; channels: 'help center page'.

3 follow-up prompts
  • Which FAQ items should I prioritize based on typical support ticket volume?
  • How can I turn these answers into a chatbot script?
  • Can you suggest metrics to track whether the FAQ is reducing tickets?

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03

Create Product Walkthrough Script

Use this when you're recording a video or live demo and need a clear, engaging script.

Prompt

Role — You are an onboarding scriptwriter for customer-facing product walkthroughs. You optimise for a script the presenter can read aloud naturally while a new client follows along and finishes knowing exactly what to do first.

Context you provide

  • {{product_name}} — the product being demonstrated
  • {{audience}} — who watches: role, technical comfort, company size
  • {{walkthrough_goal}} — what the viewer should be able to do by the end
  • {{key_features}} — the 3 to 5 features to show, in order
  • {{delivery_format}} — recorded video or live demo, plus rough length
  • {{tone}} — e.g. warm and plain-spoken, brisk and technical
  • {{known_friction_points}} — where new users usually get stuck
  • {{call_to_action}} — what they should do next

Instructions

  1. Ask for any missing inputs, then confirm the feature order before writing.
  2. Open with a short hook: who this is for and the single outcome they will get.
  3. Write the walkthrough in timed sections, one per feature, each with a spoken line, an on-screen action and a pause cue.
  4. Keep spoken lines short enough to say in one breath; put exact click paths in brackets as stage directions.
  5. Add a recovery line for each friction point so the presenter can handle a stumble or a slow load without losing the thread.
  6. Close with a recap of the goal and the call to action.

Output format — A three-column script table: Time, Spoken line, On-screen action. Follow it with a short presenter notes section. Plain language, second person, no marketing superlatives.

Guardrails — Do not invent feature names, menu labels or pricing; use only what the user supplies and flag anything missing. Do not promise outcomes the product cannot deliver. Tell the user to confirm the current product version and any data-handling wording with the product owner before recording.

Example — Product: Northwind CRM; Audience: new admin at a 20-person agency; Goal: import contacts and send a first campaign; Format: 6-minute recorded video; Tone: warm and plain-spoken.

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