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
free prompt · 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.