Fireflies.ai Prompt for Onboarding Checklist

This prompt helps you create comprehensive customer onboarding checklists that ensure successful adoption and reduce early churn. Perfect for customer success managers, SaaS companies, and service providers onboarding new clients. Fireflies.ai will analyze onboarding calls to structure the perfect checklist.

Works Best With: Fireflies.ai | Also works with: ChatGPT, Claude, Notion AI

The Prompt

Create a customer onboarding checklist for [PRODUCT/SERVICE].

Product context:
– Product/service: [WHAT YOU OFFER]
– Typical customer: [TARGET USER PROFILE]
– Primary use case: [WHAT PROBLEM IT SOLVES]
– Complexity level: [SIMPLE, MODERATE, COMPLEX]
– Time to value: [HOW LONG UNTIL CUSTOMERS SEE RESULTS]

Onboarding goals:
– Success milestone: [WHAT “SUCCESSFUL ONBOARDING” LOOKS LIKE]
– Key actions needed: [CRITICAL STEPS TO COMPLETE]
– Common roadblocks: [WHERE CUSTOMERS GET STUCK]
– Support available: [RESOURCES, TEAM CONTACT, DOCUMENTATION]

Create a checklist with:

**Phase 1: First 24 Hours**
– Immediate setup steps
– Quick wins to build momentum
– Welcome resources to review

**Phase 2: First Week**
– Core feature activation
– Initial configuration
– First meaningful use case

**Phase 3: First Month**
– Advanced features exploration
– Team adoption (if relevant)
– Integration setup
– Success metrics review

For each item include:
– Clear action step
– Why it matters (benefit)
– Estimated time to complete
– Who’s responsible (customer vs your team)
– Resources/links to help
– Success indicator (how to know it’s done)

Also provide:
– Red flags to watch for
– When to escalate to support
– Celebration milestones

Format: Easy to follow, checkbox-friendly, progress-trackable

When to Use This Prompt

• New customers are confused about where to start
• You’re experiencing high early-stage churn
• Customers aren’t reaching activation milestones
• You need a structured onboarding process that scales

What You’ll Get

Fireflies.ai will generate a phased onboarding roadmap breaking the journey into manageable chunks, specific action steps with clear next moves for each phase, time estimates helping customers plan their adoption timeline, responsibility clarity showing who does what—customer vs your team, quick wins in the first 24 hours building momentum and confidence, progress indicators so customers know when they’re succeeding, resource links connecting to relevant help documentation, and red flag identification alerting teams when customers need intervention. The checklist transforms overwhelming adoption into an achievable step-by-step process.

Why This Prompt Works

• Phased approach: Breaking onboarding into stages prevents overwhelming new customers

• Quick wins first: Early successes build confidence and commitment

• Why it matters: Explaining benefit of each step increases completion rates

• Roadblock anticipation: Identifying common sticking points enables proactive support

How to Customize This Prompt

1. [PRODUCT/SERVICE] — What you’re onboarding them to
2. [TARGET USER] — Customer profile: “small business owner,” “enterprise IT team,” “individual creator”
3. [PRIMARY USE CASE] — Problem solved: determines priority steps
4. [COMPLEXITY] — Product complexity: simple products need shorter checklists
5. [TIME TO VALUE] — Speed: “instant,” “1 week,” “30 days”
6. [SUCCESS MILESTONE] — Goal: “first published post,” “team invited and active,” “first integration connected”
7. [COMMON ROADBLOCKS] — Issues: where customers typically get stuck

Pro Tips

• Automated tracking: Request “integrate with [your CRM/tool]” for automated progress monitoring

• Personalization: Add “create variations for different customer segments” for targeted onboarding

• Gamification: Ask “suggest celebration moments and rewards” to increase engagement

• Self-serve vs guided: Include “identify which steps need human support vs self-service” for resource allocation