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Onboarding Questionnaire

Onboarding Questionnaire - AI prompt for Marketing & Agencies, ready to copy

Starting well with a new client avoids headaches and delays in the future. Ask AI to generate the right questions your team needs to kick off a project, from brand details to the required access credentials. It shows organization and professionalism to the client.

This prompt was designed for ChatGPT, but it also works in other assistants (Claude, Gemini, Copilot). You don't need to know how to code - just copy and paste.

Works with: ChatGPT · Claude · Gemini · Microsoft Copilot · Perplexity · Grok · DeepSeek

How to use

  1. Open ChatGPT.
  2. Copy the prompt you find below.
  3. Fill in the type of service your agency will provide.
  4. Generate the questions, copy them into an online form (like Google Forms), and send them to the client.

Ready-to-use prompt

# ROLE As an experienced digital marketing consultant and agency operations specialist, my role is to ensure that the onboarding of new clients is carried out effectively and str…

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