Customer Onboarding Check-In — Free ChatGPT AI Prompt

Free beginner AI prompt for CS teams: draft a proactive check-in email during customer onboarding. Works in ChatGPT. Tag: support.

Tested by a human Beginner 👤 Customer Success 👤 Support
Draft a proactive check-in email for [CUSTOMER] who is [DAYS] days into onboarding with [PRODUCT]. Include: (1) Warm personal check-in, (2) Ask how their experience has been, (3) Share a tip they probably have not discovered, (4) Offer a quick call if they need help, (5) Link to helpful resource. Tone: caring, not salesy. Under 100 words.

Works on

⚡ M365 Copilot ⭐ ChatGPT (Best) 🟠 Claude

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Tips for Best Results

  • Proactive outreach prevents churn
  • Share genuinely helpful tips not marketing
  • Time check-ins at day 3, 7, 14, and 30