By Flori · Consultants · Freelancers · Agencies

Client onboarding

Agree a clear start, gather the right inputs and prepare the first delivery.

Set expectations before work starts
Collect the inputs you need
Make the first client review clear

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Use the manual prompts with connected ChatGPT, Claude, Grok, Cursor or Codex. Availability depends on your assistant’s plan and settings. Connection guides →

Client onboarding tasks in a newly created Flori project — Example from a newly created copy in Flori.

The steps you’ll start with

Kickoff

Agree scope and the desired outcome
Prepare kickoff questions

Inputs

Collect the approved inputs
Create the first delivery checklist

Delivery

Plan the first client review

Suggested routines

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Review this project

Read this project’s saved brief and tasks. Summarize confirmed progress, decisions and the next useful steps. Keep unknowns explicit. Do not send or publish anything.

Keep the parts that help, change the rest. Your copy stays independent of future template updates. No email is sent and no outside service is connected by installing this template.