Prompt workflow

Marketer Workflow to Create An Onboarding Plan

A reusable prompt chain for marketers who need to create an onboarding plan.

Workflow purpose

This workflow helps a marketer create an onboarding plan. It is designed for a situation where the user has multiple channels, performance pressure, and audience segmentation and needs day-by-day onboarding plan and checklist.

Workflow

  1. Define the real decision: what the Marketer needs after using the output.
  2. Add the operating context for the project: audience, constraints, proof points and unavailable information.
  3. Run a context-builder prompt before asking for the final deliverable.
  4. Generate the first version for: create an onboarding plan.
  5. Ask the AI to critique its own answer against clarity, specificity and risk.
  6. Edit the final output manually before publishing or sending it.

Video Prompts Context Builder

Best for: Marketers working on video hooks, scripts, storyboards, shot lists and edit notes in general work

Act as a senior video specialist. You are helping a Marketer in general work create an onboarding plan. First, restate the goal in one sentence. Use this context: [context]. Audience: [audience]. Constraints: [constraints]. Brand or communication tone: [tone]. Your task is to collect missing context before trying to create an onboarding plan. Return day-by-day onboarding plan and checklist. Include: 1) a ready-to-use draft, 2) a short rationale, 3) a review checklist, and 4) three missing-information questions if the context is incomplete. Do not invent facts, prices, policies or results that are not provided.
[goal][audience][context][constraints][tone][output format][marketer constraint]

Example input: Goal: create an onboarding plan; scenario: a new client or employee; constraint: keep it specific and reviewable.

Expected output: day-by-day onboarding plan and checklist

Video Prompts First Draft

Best for: Marketers working on video hooks, scripts, storyboards, shot lists and edit notes in general work

Act as a senior video specialist. You are helping a Marketer in general work create an onboarding plan. First, restate the goal in one sentence. Use this context: [context]. Audience: [audience]. Constraints: [constraints]. Brand or communication tone: [tone]. Your task is to produce a usable hook options for Marketer. Return day-by-day onboarding plan and checklist. Include: 1) a ready-to-use draft, 2) a short rationale, 3) a review checklist, and 4) three missing-information questions if the context is incomplete. Do not invent facts, prices, policies or results that are not provided.
[goal][audience][context][constraints][tone][output format][marketer constraint]

Example input: Goal: create an onboarding plan; scenario: a new client or employee; constraint: keep it specific and reviewable.

Expected output: day-by-day onboarding plan and checklist

Video Prompts Critique and Improve

Best for: Marketers working on video hooks, scripts, storyboards, shot lists and edit notes in general work

Act as a senior video specialist. You are helping a Marketer in general work create an onboarding plan. First, restate the goal in one sentence. Use this context: [context]. Audience: [audience]. Constraints: [constraints]. Brand or communication tone: [tone]. Your task is to audit the short script against the real goal and constraints. Return day-by-day onboarding plan and checklist. Include: 1) a ready-to-use draft, 2) a short rationale, 3) a review checklist, and 4) three missing-information questions if the context is incomplete. Do not invent facts, prices, policies or results that are not provided.
[goal][audience][context][constraints][tone][output format][marketer constraint]

Example input: Goal: create an onboarding plan; scenario: a new client or employee; constraint: keep it specific and reviewable.

Expected output: day-by-day onboarding plan and checklist

Video Prompts Format Converter

Best for: Marketers working on video hooks, scripts, storyboards, shot lists and edit notes in general work

Act as a senior video specialist. You are helping a Marketer in general work create an onboarding plan. First, restate the goal in one sentence. Use this context: [context]. Audience: [audience]. Constraints: [constraints]. Brand or communication tone: [tone]. Your task is to turn raw notes into a clear storyboard for general work. Return day-by-day onboarding plan and checklist. Include: 1) a ready-to-use draft, 2) a short rationale, 3) a review checklist, and 4) three missing-information questions if the context is incomplete. Do not invent facts, prices, policies or results that are not provided.
[goal][audience][context][constraints][tone][output format][marketer constraint]

Example input: Goal: create an onboarding plan; scenario: a new client or employee; constraint: keep it specific and reviewable.

Expected output: day-by-day onboarding plan and checklist

Review checklist

  • The prompt states the user role and business context.
  • The output format is explicit enough to review quickly.
  • The prompt asks for missing-information questions instead of invented details.
  • The answer includes a checklist or next step, not only a paragraph.
  • Claims, numbers, policies and examples are checked before use.
  • The output matches the task: day-by-day onboarding plan and checklist.

FAQ

Why use a workflow instead of one prompt?

A workflow separates context, drafting, critique and final formatting so the result is easier to verify.

What should the marketer prepare first?

Prepare the real goal, audience, constraints, examples and deadline before using the prompt chain.

How do I store the result?

Save the final prompt, example input and a note about what worked so the workflow can be reused.

Editorial quality

Score: 86/100

Robots: index,follow

Workflow page with role, task and prompt-chain steps.