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Your Done-for-You Workflow System

A clear, documented AI workflow built specifically for your business so you get consistent, high-quality output every time, whoever’s at the keyboard.

What This Is

A structured workflow system built around the tasks you do every day.

Each workflow includes clear instructions, prompts, examples and decision points, written so anyone on your team can follow the same steps and produce the same quality output.

This removes guesswork, reduces rework and gives your business a repeatable way to use AI with confidence.

BONUS

They are plug and play.
They can be used by anyone in your team with free AI tools such as ChatGPT.

What You Get

A fully written, structured AI workflow for one of your core tasks
Step-by-step instructions anyone on your team can follow
Clear prompts written in your tone of voice
Tested examples so you know what good output looks like
A documented workflow you can reuse and share with your team
Delivery within five business days

Manual Response vs AI Prompt vs Workflow System

Most teams handle enquiries in one of three ways: a quick manual reply, a vague ChatGPT prompt, or a structured workflow.

This comparison shows why workflows produce clearer, more consistent client-ready outputs, without adding time or effort.

THE ENQUIRY

Enquiry

Enquiry

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Hi, we’re looking for some help with improving our client onboarding process. At the moment the information we provide isn’t landing well and new clients keep emailing the support team with the same questions. We think some of the onboarding materials need rewriting and possibly reorganising but we’re not exactly sure what’s causing the confusion.

We’d appreciate your view on what the best approach might be and what you’d recommend as next steps. We don’t have a fixed budget yet but would like to get this resolved reasonably quickly.

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MANUAL RESPONSE

Thanks for getting in touch. It sounds like there are a few different issues with the onboarding materials and the client journey, so it would be helpful to talk things through in more detail.

Could you let me know what you feel is working at the moment and where the problems tend to show up? If you have any examples of the questions clients are sending that would also help.

Happy to have a quick call to understand the situation and then outline a sensible next step. Please let me know your availability this week.

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AI PROMPT RESPONSE

Introduction

Thank you for your enquiry and for outlining the challenges you are experiencing with your current onboarding process. This proposal provides an initial outline of how we could support you in improving clarity, reducing repeated support queries and refreshing key materials.

Objectives

Improve the clarity and usability of onboarding information
Reduce the volume of repeat questions received by your support team
Update or redesign relevant pages on your website
Provide clients with a smoother, more intuitive onboarding experience

Proposed Approach

Discovery and Review

Review existing onboarding materials and client communications
Identify points of confusion or friction in the current journey
Assess where website pages may need restructuring or rewriting

Content Refresh and Redesign

Draft improved onboarding content with clearer explanations
Recommend opportunities to simplify or reorganise information
Redesign or update identified web pages to support the revised flow

Implementation and Refinement

Provide updated materials for review
Incorporate initial feedback
Finalise content and prepare for handover

Expected Outcomes

A clearer onboarding experience for new clients
Reduced pressure on your support team
More consistent client understanding from the outset

Next Steps

If this outline aligns with what you had in mind, I would be happy to discuss timelines, deliverables and budget in more detail.

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WORKFLOW SYSTEM
(Bespoke Workflow Built Around Your Business and Proposal Style)

1. Situation Summary
Captures the client’s issue in your tone of voice, highlighting the context and impact clearly and consistently.

2. Drivers of the Issue
Identifies patterns and root causes based on the enquiry content and the detailed inputs of your company which are embedded in the workflow, so you always look informed and prepared.

3. Recommended Workstreams
Generates a structured set of practical actions aligned to how you deliver work (not a generic template), based on your products, services, staff and any other useful information about your company.

4. Deliverables
Presents the exact items or outputs your proposals normally include, matched to your formatting and internal language.

5. Assumptions & Risks
Surfaces points you would usually ask about in a discovery call, without needing you to prompt for them.

6. Next Step
Ends with a confident, consultant-grade recommendation that fits your process and moves the conversation forward.

Why this matters

This workflow produces the same high-quality, on-brand proposal outline every time, whether it’s you using it or a team member.

It adapts to messy, short or unclear client enquiries and still returns the structure and detail you agreed during consultation.

This is not a prompt.

It is a reusable system that reflects how your business works.

Buy Now (£150 + VAT)

You’ll receive a welcome pack and intake form immediately after checkout.

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