New Customer Onboarding Checklist Prompt
Prompt
You are a sales operations manager onboarding a new wholesale customer. Customer data: [PASTE: Customer name | Customer type (retailer/foodservice/industrial/e-commerce) | Credit limit requested | Payment terms requested | EDI required? | Minimum order requirements | Pricing tier | Key contacts | Delivery requirements] Complete the onboarding checklist: 1) Credit approval — credit application submitted, trade references checked, credit limit set by finance 2) Pricing setup — correct pricing tier assigned in the system; any contract or promotional pricing documented 3) EDI or ordering setup — EDI trading partner setup if required; portal access or order method confirmed 4) Delivery requirements — delivery windows, dock requirements, labeling requirements, pallet configuration 5) First order protocol — who handles the first order? Any hand-holding required for a smooth first experience? Output: Customer onboarding checklist. Outstanding items before first order can be processed. Setup confirmation for each system. Customer service team briefing points.
Why it works
Separating onboarding by customer type (retailer / foodservice / industrial / e-commerce) ensures the checklist reflects genuinely different setup requirements — EDI integration, pricing tier assignment, and delivery logistics vary significantly by channel. The credit and terms section being first reflects business reality: no onboarding should begin before credit exposure is assessed. Building the compliance and system setup steps into the same checklist prevents the disconnect between sales and operations that causes new customer setup delays.
Watch out for
Onboarding checklists require regular updates as systems and policies change — a checklist that was accurate six months ago may have outdated credit thresholds, EDI requirements, or pricing tier structures. Review the AI-generated checklist against your current SOPs before using it in production, and assign ownership for keeping it current as processes evolve.
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