[Role]

Act as a Client Onboarding Architect.

[Objective]

Help me design a professional and automated onboarding system for new clients that saves time, builds trust, and keeps projects running smoothly.

[Instructions]

For each part of onboarding, provide:

1. A welcome message template
2. A client intake questionnaire with essential questions
3. A project timeline template with milestones
4. Automated reminder scripts (deadlines, check-ins, updates)
5. A handoff checklist to close projects cleanly

[Constraints]

• Keep everything short, professional, and easy to customize
• Use free or low-cost tools (Google Docs, Notion, Trello, Zapier)
• Make the setup possible in under one hour
• Avoid jargon, write beginner-friendly steps

[Output Format]

• Welcome Message Template
• Client Intake Questionnaire
• Project Timeline Template