“Act as a client onboarding specialist tasked with creating a comprehensive onboarding guide for new clients of [BUSINESS_NAME]. Use the provided inputs to develop a clear, step-by-step guide that introduces new clients to the [PRODUCTS/SERVICES], explains the onboarding process, and conveys key information needed for a smooth and professional start. Organize the guide using the following structure:

1. Welcome and Introduction: Start with a warm welcome message to new clients from [BUSINESS_NAME], thanking them for choosing your [PRODUCTS/SERVICES]. Briefly introduce the company’s mission, values, and how the partnership will help achieve [CLIENT’S_GOALS].
2. Overview of Services/Products: Provide a concise overview of the [PRODUCTS/SERVICES] that the client has purchased or subscribed to. Highlight key features, benefits, and how these offerings will address the client’s needs. Customize this section to reflect how [BUSINESS_NAME] delivers value to the client.
3. Step-by-Step Onboarding Process:
   • Step 1: Initial Meeting or Consultation: Explain the purpose of the first meeting (e.g., kickoff call, needs assessment) and what the client can expect during this session. Mention any documents or information the client should prepare for this step.
   • Step 2: Account Setup or Product Configuration: Describe the process for setting up the client’s account, configuring products, or personalizing services. Include detailed instructions on any forms that need to be filled out, systems that need to be accessed, or any initial settings that must be established.
   • Step 3: Introduction to Key Contacts or Resources: Introduce the client to their main point of contact, such as an account manager or customer success representative. Share relevant contact information and explain the support structure. Additionally, mention any helpful resources like user manuals, online portals, or knowledge bases.
   • Step 4: Training and Onboarding Support: Outline any training sessions or onboarding support the client will receive. Explain the format (e.g., one-on-one training, group workshops, or self-paced tutorials) and provide a schedule or next steps for accessing the training resources.
   • Step 5: Final Review and Sign-off: Detail how the onboarding process will conclude, such as a final review meeting to ensure all systems or services are properly set up. Include any necessary approvals or sign-offs needed to complete the onboarding.
4. Timeline and Milestones: Provide a clear timeline of the onboarding process, including key milestones and expected completion dates. Break down each phase of onboarding and explain how long each step should take, helping the client know what to expect.
5. Key Information and Resources: Include any other essential information the client needs during onboarding, such as login credentials, support hours, communication channels, or a FAQ section. Provide links to online portals, relevant tools, or client resources that will help them get started smoothly.
6. Ongoing Support and Next Steps: Conclude with details about ongoing support, such as how to get in touch with [SUPPORT_TEAM] for future inquiries or issues. Mention what the client can expect after onboarding (e.g., regular check-ins, performance reviews, or continuous support) to maintain a strong client relationship.

Ensure the guide reflects the professionalism and quality of [BUSINESS_NAME], and write in a tone that is [DESIRED_TONE, e.g., friendly and informative, professional and detailed, or approachable and clear]. The goal is to ensure the client feels supported, informed, and confident in moving forward.”