Free prompt / CLIENT-INTAKE.md

Stop manually onboarding every new client.

One markdown file turns your AI agent into a senior operations manager that runs client onboarding end to end. Copy it, paste it into your agent, and every new client feels like they hired a 10 million dollar agency.

No sign up. No email. It is yours to keep.
CLIENT-INTAKE.md markdown ready 

    

  


  

    
Live in 60 seconds

    

      

        01
        Take the file
        
Copy the prompt above, or download the CLIENT-INTAKE.md file.

      

      

        02
        Hand it to your agent
        
Paste it into Claude, Cursor, ChatGPT, whatever you run, and say Use this for all new client onboarding.

      

      

        03
        Drop in the client
        
Paste the new client details. Review the package it drafts, send, done.

      

    

  


  

    
What it drafts for every client

    

      Welcome message
      Kickoff agenda
      Folder map
      Access checklist
      Scope recap
      First 90 days plan
      Internal brief
      Update template