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Write a new-client welcome sequence

A new client has just signed a contract or accepted a quote. They want to know who runs the job, when work starts, what access is needed and how disruption will be handled.

The prompt
I work in marketing at a construction firm. Help me write a welcome sequence for new clients.

Context: A new client has just signed a contract or accepted a quote. They want to know who runs the job, when work starts, what access is needed and how disruption will be handled.

Before you start, ask me for anything missing from this list:
- What happens in a client's first month with us
- Who they will deal with
- What we need from them and when

Then:
1. Plan three or four emails across the first month.
2. Give each email one job.
3. Say plainly what happens next and who to contact.
4. Keep each under 150 words.

Give me:
- A one-line plan for the sequence
- Each email with subject line and send day

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Describe building work in general terms only. Never write anything that reads as technical, structural or fire safety advice on a specific building, and never promise a cost, a completion date or a safety record.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the director who approves marketing or our health, safety and quality lead should see:
- That nothing contradicts the contract, the quote or the agreed programme
- Start dates, working hours and named site contacts
- Cancellation and deposit wording for homeowners, against your terms

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • That nothing contradicts the contract, the quote or the agreed programme
  • Start dates, working hours and named site contacts
  • Cancellation and deposit wording for homeowners, against your terms

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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