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Home/Workflow Templates/Client Onboarding One-Click Pack

Client Onboarding One-Click Pack

Beginner
🔄

Generate welcome email, project plan, and requirement confirmation in 1 click. Zero-miss onboarding.

Try This Workflow

Run this workflow directly with AI — fill in your parameters and let AI execute each step automatically.

▶ Run with AI →Open in Builder

Step-by-Step Guide

1

收集客户信息

输入新客户信息

💬 Has Prompt Template
请整理以下新客户信息: 客户信息:{客户信息} 提取字段: 1. 客户名称/公司 2. 项目类型 3. 合同金额 4. 开始日期 5. 预计周期 6. 关键需求(1-3点) 7. 对接人联系方式
2

生成欢迎邮件

专业欢迎邮件

🛠 ChatGPT💬 Has Prompt Template
请为以下新客户生成一封欢迎邮件: 客户信息:{上一步结果} 要求: 1. 主题:欢迎 + 项目名 2. 表达感谢和期待 3. 介绍团队和沟通方式 4. 列出下一步行动(3项) 5. 附上项目时间表链接 6. ≤200 词,专业亲切
3

生成项目计划

时间线+里程碑+交付物

🛠 ChatGPT💬 Has Prompt Template
请为以下项目生成详细项目计划: 客户信息:{客户信息} 项目类型:{项目类型} 周期:{预计周期} 输出格式: ## 项目时间线 | 阶段 | 时间 | 交付物 | 验收标准 | ## 里程碑 1. Kickoff(第1周) 2. 中期评审(第X周) 3. 最终交付(第X周) ## 沟通计划 - 周报时间 - 评审会议安排 - 紧急联系方式
4

生成需求确认书

双方签字确认

🛠 ChatGPT💬 Has Prompt Template
请生成一份需求确认书: 项目信息:{上一步结果} 包含: 1. 项目背景 2. 范围说明(包含/不包含) 3. 交付物清单 4. 验收标准 5. 时间节点 6. 付款条款 7. 双方签字栏
5

人工审核发送

检查并发送给客户

💬 Has Prompt Template
审核清单: 1. 客户名称拼写正确 2. 项目金额/日期无误 3. 交付物描述清晰 4. 邮件语气合适 5. 附件齐全(项目计划+需求确认书)

Quick Info

CategoryProject Mgmt
DifficultyBeginner
Time20 min
Steps5

Tools Used

🤖ChatGPT→🤖Notion→🤖Gmail→

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