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Prompt

Draft Onboarding Guide Outline

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

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
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.