Write client reports
FreeWrite a monthly marketing report for a client
Paste in a client's monthly numbers and your team's notes and get a clear, honest report email the client can actually read.
Works in Claude, ChatGPT, Gemini, Copilot
Marketing agencies
With a planCreate a new client onboarding pack for an agency
Turn your sales call notes into a welcome email, a discovery questionnaire, a 30-day kickoff plan and an access checklist for a new agency client.
Works in Claude, ChatGPT, Gemini, Copilot.
The prompt
Everything else on this page is free to read. The prompt itself is included with every Dapols plan.
This prompt is included with every Dapols plan
Any plan, the one-time setup or the monthly subscription, unlocks “Create a new client onboarding pack for an agency” and every other prompt in the library.
What this prompt produces:
- A welcome email that explains what happens next
- A short discovery questionnaire for the client
- A safe access checklist by platform
- A week-by-week 30-day kickoff plan
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Not on a plan yet?
The summary, safety checks and questions on this page are free to read. A plan unlocks the full prompt with its fill-in guide.
See pricingWant to try one now? Use a free prompt.
Check before you use it
Compare the pack with your signed proposal or contract so no extra deliverable, fee or deadline slips in. Remove any personal details from the call notes that the client did not intend to share widely, and never ask clients to email passwords.
When not to use AI for this
The contract itself, including scope, fees, liability and termination terms, should come from your own template or a lawyer, not from an AI draft.
Questions
Can AI write a client onboarding questionnaire for my agency?
Yes. Give it your services and what you learned on the sales call and it will draft a focused questionnaire. Cut any question you would not actually use.
What should a marketing agency onboarding pack include?
Usually a welcome email, a discovery questionnaire, a list of the accounts and assets you need access to, and a plan for the first month so the client knows what to expect.
More prompts for marketing agencies
Plan content across clients
With a planPlan a month of content for several agency clients
Give it each client's brand notes and key dates and get a month of content ideas per client, in each client's own voice, ready for your team to brief.
Works in Claude, ChatGPT, Gemini, Copilot
The full AI plan for marketing agencies
A Dapols plan picks the AI tools for your budget, hands over the setup steps, prompts and automations, and unlocks every prompt in this library.