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#allied health

Build a new patient intake form

A clean intake form for your clinic - the questions that actually help the first appointment, in an order patients can follow, without the scary paperwork feel.

Welcome email for a new client

Sent the moment someone signs up. Sets expectations, says what's next, makes them feel like they made the right call.

Write a sales-to-CSM handoff

Drafts a structured sales-to-CSM handoff document so customers don't repeat themselves.

Build a 60-minute brand training for new hires

Day-one onboarding to the brand. Voice, visuals, no-go zones, and the 'why' behind it.

#operations

Client intake + welcome agent

Builds the full new-client onboarding pack — welcome email, intake form, kickoff agenda, and the first-week deliverable.

#creative

Design an onboarding sequence

Designs a 3-step product onboarding sequence with copy, visuals, and progressive disclosure.

Audit a product onboarding flow for time-to-value

Where the onboarding flow loses users between sign-up and value. With the 3 fixes that move the needle.

Workflow: customer onboarding video kit generator

Generates a customer onboarding video kit — record once, watch many times.

Copilot

Build a 60-minute brand training for new hires

Day-one onboarding to the brand. Voice, visuals, no-go zones, and the 'why' behind it.

New client welcome email

Sent after a new client books. Sets expectations, tells them what to bring, what to expect, where to park.

Write 10 affiliate program emails

Drafts ten email templates for recruiting, onboarding, and motivating affiliates.

Copilot

#operations

New hire onboarding doc template

Design a 30-60-90 onboarding doc that ships a Week 1 win, plus a how-to-ask-for-help page.

Build a 'your first month as a new hire' template

Drafts a template for new hires to navigate their first month deliberately.

Workflow: 'how to onboard a contractor' coordinator

Onboards a contractor in a way that gets them productive in week 1.

Write a marketing intern onboarding doc

Drafts a 2-week onboarding plan for a marketing intern that ramps them to useful work fast.

#communication

First-visit prep email — what to expect

A "first visit" email that takes the nerves out. Walks the new client through exactly what happens, what to bring, where to park — so they show up relaxed and on time.

Write 'thank you' post-purchase email

Drafts a post-purchase thank-you email that reinforces the buyer's decision and sets next steps.

#communication

New client first booking sequence agent (confirm, prep, arrival)

A 3-message new-client sequence: confirm with warm tone, prep them 48 hours out, and a calm day-of arrival SMS - plus a memory hook for their next visit.

#creative

Build an app onboarding illustration set

Designs an illustration set for app onboarding screens with a consistent character or style.

Workflow: 30-60-90 day plan for new hire

Generates a personalised 30-60-90 day plan based on the role, team, and current state.

#communication

Cohort kickoff email sequence agent (3 emails into start week)

A 3-email cohort sequence that handles the calendar prep, the day-before nerves, and the mid-week-one drop-off pattern that kills group programs.

#research

Build a 'researcher's first 90 days' plan

Plans the first 90 days for a new researcher joining a company.

Notion

Build a Notion client onboarding workflow template

Inside Notion AI, builds a reusable client onboarding template with header callout, day-by-day task database, welcome email, kickoff agenda, asset checklist, internal checklist, and a debrief reflection.

Workflow: customer onboarding email sequence

Designs a 14-day onboarding email sequence that drives activation, not just welcome messages.

Write welcome message for an online community

Drafts a warm, on-brand welcome message for new members of a Slack/Circle/Discord community.

#writing

Build an onboarding curriculum

Drafts a 90-day onboarding curriculum for a new role with skills, ramp, and assessments.

#writing

Write a 'taking on a new client' welcome

Drafts a warm welcome email and onboarding doc for a new freelance or consulting client.

Write a customer onboarding email

Drafts the first onboarding email after purchase to drive activation, not just thank-yous.

Write a new hire welcome email

Drafts a warm, specific welcome email to a new hire before their first day.

Copilot

Build a Teams channel FAQ from recurring questions

Copilot mines a Teams channel for recurring questions and builds a real FAQ with synthesised answers, owners, source links, and a list of unanswered questions to assign.

Build a sales onboarding plan

Builds a 30-60-90 day onboarding plan that ramps a new sales hire to quota.

Build a 'first 100 days' plan for a new CEO

Plans the first 100 days for a new CEO joining a venture-backed company.

Notion

#writing

Build a customer knowledge base FAQ from saved comms

A Notion AI agent that reads your saved customer comms and produces a frequency-ranked public FAQ with tags, plus three product / onboarding improvements that would prevent the same questions in future.

Write a voice training brief for new writers and contractors

The 30-minute onboarding doc that gets a freelancer to 80% voice match before they touch a draft.

Build a 'how we work' onboarding doc

Drafts a 'how we work' doc that helps new hires absorb norms without drowning.

Build a 'team handbook for new joiners'

Drafts a team handbook that helps new joiners absorb how the team works.

Write a customer welcome video script

Drafts a 60-second welcome video script that activates new customers fast.

Draft an engagement letter (consulting / legal / accounting)

A clean engagement-letter outline with scope, fees, timeline, IP, confidentiality, and termination clauses — flags anything that needs your standard-template review.