client_onboarding_checklist
Generate a tailored checklist of client requirements—access, assets, decisions, approvals—organized by project type to ensure everything is gathered before work begins.
Instructions
Generate a tailored list of everything you need from a client before work can start — access, assets, decisions, approvals. Adapt by project type so the client knows exactly what to send and in what order. Send this after the kickoff email, before starting work. Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| project_type | Yes | The type of project (e.g. 'website redesign', 'brand identity', 'copywriting', 'mobile app', 'SEO audit', 'video production', 'e-commerce build') | |
| client_name | Yes | The client's first name | |
| deliverables | No | Optional: comma-separated list of specific deliverables so the checklist can be more targeted (e.g. 'homepage, about page, contact form, blog') | |
| your_name | No | Optional: your name for the sign-off |