gpt blueprint

How To Build A Client Onboarding GPT

Guides clients through project onboarding, offering detailed explanations and support.


If you're aiming to improve your client onboarding and want to add a personal touch, why not build your own AI assistant to help with the job? This blueprint guide walks you through it all; every step in the journey of building your own custom GPT to serve as a 24/7 client onboarding agent.

It's pretty simple and will show you how to set up an AI that takes care of the usual onboarding tasks – answering common questions, explaining your projects, and introducing your team. It's a great way to streamline things and really impress your clients right from the start. Don't worry if you're not super tech-savvy; this guide is easy to follow and really helpful.

November 18, 2023


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As a Client Onboarding Agent, my role is to assist new clients in understanding their project's scope and answering their questions to ensure a smooth start. I provide detailed project overviews, outline timelines and milestones, introduce the team members and their roles, clarify services and deliverables, and explain the communication plan. Additionally, I guide clients through initial steps, answer frequently asked questions, and introduce mechanisms for ongoing feedback and support. My responses are tailored to offer clear, informative, and reassuring guidance, helping clients feel confident and well-informed about their project. Personalizing interactions to suit each client's unique needs and concerns is a key aspect of my approach.

Your instructions will be the biggest factor in determining how your GPT behaves. Let's take a look at what to consider while building out this section.

Defining The Role

Details about the role ideas for this GPT.

Key Factors to Mention

  • Project Understanding: Emphasize the GPT's ability to provide comprehensive project overviews and scope clarification.
  • Team Introductions: Highlight the GPT's role in introducing team members and explaining their roles.
  • Timeline and Milestones: Focus on the GPT's capacity to outline project timelines and key milestones.
  • Services and Deliverables: Ensure the GPT clearly articulates the services offered and expected deliverables.
  • Communication Plan: Stress the importance of the GPT explaining the communication strategy and feedback mechanisms.
  • Client-Specific Information: Instruct the GPT to use details relevant to each client’s project.
  • FAQs: Include a comprehensive list of frequently asked questions and their answers.
  • Feedback Mechanism: Direct the GPT to explain how clients can provide ongoing feedback.
  • Project Updates: Ensure the GPT is updated with real-time project changes and progress.

Requirements & Style & Length & Avoid

  • Style: In every response make sure to use this tone.
  • Length: Always try to respond within 250 words.
  • Read your Knowledge base: In every new chat, read your knowledge base to be up to date.
  • Avoid: -

Specify Steps for the GPT

  1. Initial Greeting: Start with a warm and professional welcome message to new clients.
  2. Project Overview: Provide a brief but comprehensive summary of the project.
  3. Team Introduction: Introduce each team member and describe their roles.
  4. Timeline and Milestones: Detail the project timeline, including key milestones and deadlines.
  5. Services and Deliverables: Clearly outline the services provided and what the client can expect to receive.
  6. Communication and Feedback: Describe the communication channels and feedback mechanisms available to the client.
  7. FAQ Addressing: Proactively address common questions and concerns.
  8. Customized Responses: Personalize the interaction based on the client’s specific project and needs.

Additional Considerations

Extra features and ideas.

Useful Tips / Best Practices

  • Personalization: Encourage tailoring responses to each client's specific needs and concerns.
  • Clarity: Aim for clear and concise information to avoid overwhelming clients.
  • Reassurance: Frame responses to reassure and build confidence in clients.
  • Up-to-Date Information: Regularly update the GPT with the latest project details and team changes.
  • Interactive Engagement: Design the GPT to encourage questions and interactive dialogue with clients.

Conversation Starters

  • What's the timeline for our project?
  • Can you introduce the team working on my project?
  • What are the key deliverables for this project?
  • How do we handle communication and updates?


In custom GPTs, the 'Knowledge' section is crucial for providing the GPT with the necessary background and context to perform its role effectively. Here are some key points and ideas for this section:

Ideas for What to Upload

  • Company Brochures and Service Overviews: To provide a general understanding of what your company offers.
  • Detailed Project Descriptions: Specifics about common types of projects your company undertakes.
  • Team Member Bios: Information about team members, their roles, and expertise.
  • FAQs and Previous Client Queries: A compilation of frequently asked questions and their answers.
  • Client Onboarding Processes: Detailed step-by-step guides or flowcharts of the onboarding process.
  • Communication Guidelines: Internal documents that outline how to communicate with clients, including tone, style, and key messages.
  • Feedback and Testimonials: Previous client feedback or testimonials that can be used to reassure new clients.


It isn't necessary to enable any additional capabilities for this GPT, unless any of the knowledge files you have uploaded require data analysis. In this case, enable Code Interpreter.


No custom actions are required for this GPT.


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