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Customer Onboarding Sequence

Writes the first-thirty-days message sequence around the one action that predicts whether a customer stays, rather than a feature tour nobody reads.

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CategoryCustomer ServiceForOperators, Founders, Sales TeamsTested onClaudeChatGPTGemini

Running it, start to finish

  1. Describe the product, the activation action, and where people get stuck.
  2. Set the triggers on behaviour where you can, and on dates only where you cannot.
  3. Delete any message that does not move its stated measure after a month.

What you get back

The output this produces, every time.

  • Builds the sequence backwards from the one action that predicts retention, rather than around the feature list.
  • Gives every message one call to action and one obstacle to remove.
  • Branches on behaviour, so a stuck customer gets help instead of a reminder.

Getting better results

Where this usually goes wrong, and how to avoid it.

  • Name the activation action honestly. If you do not know it, find it before building the sequence — everything else is downstream of that one choice.
  • One call to action per message. A message offering three next steps reliably produces none.
  • Ask for the referral after a win. A scheduled referral ask arrives at random moments; a triggered one arrives at the only good moment.

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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.