Client Onboarding Checklist

Business Operations
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Prompt Formula
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Create a comprehensive onboarding checklist for new clients booking {trip type}. Include information gathering, documentation requirements, payment milestones, and communication touchpoints.

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Example Usage
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Create a comprehensive onboarding checklist for new clients booking international group tours. Include traveler information forms, passport/visa requirements, deposit schedule, insurance options, and communication touchpoints (booking, 90 days out, 30 days out, 1 week before).

Additional Notes

Ensures consistent client experience

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