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Claude for Operators

Customer Onboarding

Last verified: 13 February 2026 | Applies to: All plans

In 30 seconds

Section titled “In 30 seconds”

The gap between “customer signs up” and “customer gets value” is where most churn happens. Claude builds the onboarding infrastructure — welcome sequences, setup checklists, milestone templates, and knowledge base articles — so you can close that gap without hiring a dedicated onboarding specialist. Most operators produce a complete onboarding package in under two hours.

Step by step

Section titled “Step by step”

Create a welcome email sequence

Section titled “Create a welcome email sequence”
Create a 5-email welcome sequence for new customers of our project management SaaS tool for small construction companies. Price point is $149/month.


Context:
- Most customers sign up after a demo with our sales team
- Key setup steps: import existing projects, invite team members, connect to accounting software
- Time to value: they need to complete at least one project milestone in the tool to see the benefit
- Common drop-off point: they import projects but never invite their team


Email timing: Day 0 (welcome), Day 2 (setup nudge), Day 5 (team invite push), Day 14 (check-in), Day 30 (value confirmation).


Tone: Friendly, practical, construction-industry appropriate — no Silicon Valley speak.

Claude produces five complete emails including:

  • Subject lines — with A/B variant suggestions
  • Body copy — personalised with [placeholder] merge fields
  • Clear CTAs — one primary action per email
  • Timing rationale — why each email lands when it does
  • Fallback paths — what to send if they haven’t completed the previous step

Build an onboarding checklist with milestones

Section titled “Build an onboarding checklist with milestones”
Build a customer onboarding checklist for our HR software platform. Our customers are typically HR managers at companies with 50-200 employees.


Key milestones:
1. Account setup complete (company details, branding, admin users)
2. Data import (employee records from their old system — usually CSV or from [competitor])
3. First workflow configured (leave requests or expense approvals)
4. Team rollout (employees invited and logged in)
5. First pay cycle processed through the system


For each milestone, include: what 'done' looks like, estimated time to complete, who's responsible (customer side vs. our team), common blockers, and help resources to link to.


Format as something our customer success team can use in a shared Google Doc with the customer.

Draft a product setup guide

Section titled “Draft a product setup guide”
Write a step-by-step setup guide for new users of our inventory management system. The audience is retail store owners who aren't particularly technical.


Sections needed:
1. Creating your account and setting your store details
2. Adding your first 10 products (manual entry — start small)
3. Setting up barcode scanning (we support [scanner models])
4. Connecting to Shopify/Square for automatic stock sync
5. Setting low-stock alerts
6. Inviting staff with appropriate permissions


Write for someone who's used to spreadsheets but hasn't used dedicated inventory software before. Include 'what you should see' descriptions at each step so they know they've done it right. Flag where they're likely to get stuck and what to do.

Write check-in email templates

Section titled “Write check-in email templates”
Write a 30-day check-in email template for our customer success team. Product: B2B analytics dashboard, $299/month.


By day 30, a healthy customer has: connected at least 2 data sources, created their first custom dashboard, and shared it with at least one colleague.


Write two versions:
1. On track — they've hit the milestones. Reinforce the value, introduce an advanced feature, mention our community.
2. At risk — they've logged in but haven't completed setup. Offer a 15-minute walkthrough call, link to quick-start guide, create urgency without being pushy.

Claude produces both versions with merge fields for personalisation, plus a suggested subject line for each.

Create customer-facing knowledge base articles

Section titled “Create customer-facing knowledge base articles”
Write 5 knowledge base articles for our onboarding help centre. Product: online booking system for physiotherapy clinics.


Articles needed:
1. How to set up your appointment types and durations
2. Importing your patient list from a spreadsheet
3. Setting your available hours and blocking out holidays
4. Connecting your Google Calendar for two-way sync
5. Enabling online booking on your website (embed code)


Each article should be: under 500 words, include numbered steps with screenshots placeholders [Screenshot: description of what to capture], include a 'Troubleshooting' section with the 2-3 most common issues, and end with a 'What's next?' link to the logical next article.

How operators actually use it

Section titled “How operators actually use it”
Section titled “Related”

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