Set Expectations With a New Client

Best used with: Claude

claude chatgpt
Prompt Template
Act as a client management communication coach. I have just onboarded a new client [CLIENT_NAME] for [SERVICE_OR_PROJECT]. I want to set clear expectations upfront to prevent misalignment later. Write a client onboarding communication that covers: the scope of what is and is not included, communication norms (how often, which channels, response times), how decisions and approvals will be handled, what success looks like and how it will be measured, and what I need from them to deliver successfully. Warm, professional, and confidence-inspiring. Under 350 words.

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