CLIENT ONBOARDING QUESTIONNAIRE

ABOUT YOU
1. Company name and website:
2. Main contact (name, role, email, phone):
3. In a few sentences, what does your business do and who are your customers?

GOALS
4. What do you want this project to achieve?
5. Why is this important now?
6. How will you know the project was a success?

SCOPE
7. What do you expect us to deliver?
8. Is anything out of scope or handled by someone else?
9. Have you tried to solve this before? What worked and what didn't?

PEOPLE AND APPROVALS
10. Who else is involved, and what is their role?
11. Who gives final approval on work, and how quickly can they usually respond?

TIMELINE AND BUDGET
12. Are there fixed dates, launches or events we need to plan around?
13. What budget range have you set for this work?

ACCESS AND MATERIALS
14. What accounts, files, brand assets or data will we need access to?
15. Are there policies, legal requirements or security rules we should know about?

COMMUNICATION
16. How do you prefer to communicate (email, chat, calls)?
17. How often would you like progress updates?
18. Is there anything else we should know before we start?