Description
Start each client project with a clear plan.
Prepare the welcome message, kickoff agenda, and setup checklist before work begins. Bring your own ChatGPT or Claude account to refine the draft, with owners and required materials recorded in your tool.
What you can put to work
- Prepare a welcome message and kickoff agenda.
- List the materials and access needed to start work.
- Set an owner and track setup tasks manually.
- Export reviewed drafts and keep a full JSON backup.
Use the AI account you already have
Draft a clearer welcome, kickoff agenda, and materials checklist from the onboarding details you supply. Keep proposed dates and unconfirmed approvals visible. Prepare the prompt in the tool, paste it into ChatGPT or Claude, and bring the response back to review. This is a manual workflow using your own account.
Your download
The browser-based tool, current start guide, fictional examples, prepared AI prompts, review controls, and backup instructions. One-business license for its authorized staff. One-time purchase; AI service subscriptions are not included.
Designed for this task
You confirm acceptance, payment, access, and approvals. The individual product does not sync with Quote Desk; quote-to-onboarding draft transfer is a suite feature.
Before buying: Use a current desktop browser. ChatGPT or Claude access, usage limits, and any charges are separate. Share only information you are permitted to use in that service. Review outputs, protect your backups, and use your usual approval and sending process.
Explore Client Start and see a worked example · Read the refund policy
