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Send new clients a 'what happens next' pack so they stop chasing

Clients say yes, then ring every other day asking what's happening. Get a welcome pack with the timeline, what you need from them and how to reach you.

Updated 17 Oct 2026

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The prompt · ChatGPT

Help me write a welcome pack for new clients.

My trade: [e.g. kitchen fitter, wedding photographer, dog groomer]
How a typical job runs, step by step: [from booking to finish]
What I need from them, and by when: [e.g. clear the room, pick tiles by week 2, deposit]
What clients usually ask after booking: [e.g. how long, can I stay in, when do you need paying]
What tends to go wrong: [e.g. late decisions, pets in the way]
How and when to reach me: [e.g. text, Mon–Fri 8–6]

Ask me up to 3 short questions first if anything important is missing. Wait for my answers.

Then:
1. A one-page welcome pack: thank you, the timeline in plain steps, what I need from them (with dates), what they can expect from me, and how to reach me.
2. A "questions people ask" box using the questions I've given.
3. A short welcome text to send the day they book.
4. A reminder message to send two days before we start.
5. One line on my terms, pointing to where the full terms are.

Use only what I've given you, leave blanks for any price or fact I haven't given, and don't invent anything. UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. e.g. kitchen fitter, wedding photographer, dog groomer: a short note you already have. from booking to finish: a short note you already have. Leave the rest of the prompt as written.

1

You type your trade, how a typical job runs and what clients ask after booking.

2

The assistant asks what you need from them and what tends to go wrong.

3

You get a one-page welcome pack, a welcome text for booking day and a reminder for two days before.

What happens

Use ChatGPT to send new clients a 'what happens next' pack so they stop chasing

Clients say yes, then ring every other day asking what's happening. Get a welcome pack with the timeline, what you need from them and how to reach you.

Tools

Paste the prompt, fill the blanks, copy the draft.

  • ChatGPT — required. Drafts from the text you paste. Nothing is sent.

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