Use AI to write clear customer welcome packets that explain your process before the first job.
1. Think about what new customers always ask before you start a job—payment terms, your arrival time, what to have ready, where you'll park, safety precautions, what happens if you find extra issues. Make a mental or quick written list of these questions. 2. Open ChatGPT or Claude and ask it to write a customer welcome packet that covers those topics. Be specific about your business style—do you want it friendly and casual, or more formal and professional? Tell the AI your typical job flow so it matches reality. 3. Review the AI's draft and adjust anything that doesn't sound like you or fit your actual process. Add your contact info, business hours, and any specific policies like your cancellation terms or how you handle change orders. 4. Save this document and send it to every new customer right after they book. You can paste it into an email, text it as a message, or attach it as a simple PDF. This one document answers most questions before they're asked, cuts down on back-and-forth messages, and makes you look organized and professional from day one.
Try this prompt today
“Write a friendly customer welcome packet for my electrical business. Include: what to expect on the first day, payment terms (I accept check, card, or e-transfer and expect payment same day), arrival window (I'll text 30 minutes before), what the customer should have ready (clear access to electrical panels and work areas), parking needs, safety rules if they have pets or kids, and what happens if I find additional issues during the job. Keep the tone professional but approachable, like I'm explaining this in person.”
March 23, 2026
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