Client Onboarding Questionnaire
A structured onboarding questionnaire that collects the brand details, goals, access and assets an agency needs to start well. It replaces a scattered email thread with one guided experience, so kick-off is smooth and nothing gets missed.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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In a sentence, what does success look like for this engagement?Open text answer
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Who is your audience, and what do you want them to do?Open text answer
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Which brand assets can you share now?LogosBrand guidelinesPhotographyNone yet
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Who is our main point of contact, and who signs things off?Open text answer
An example result
This is a structured survey rather than a scored assessment. Every answer lands in one place, so your team starts with a complete brief instead of chasing details across email.
Every answer is captured in one record and can be pushed straight into your project tool, so kick-off starts with a full picture and nothing is missing.
Who it is for
For agencies and freelancers who lose the first week of every project to onboarding admin. Send this the moment a client signs, and start work with everything you need.
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Questions about this template
Can I make some questions required?
Yes. Mark the essentials as required so nothing critical is skipped before you begin.
Where do the answers go?
Into a single captured record you can export or push to your project management tool through an integration.
Can I brand it?
Yes. Add your logo and colours so onboarding feels like part of your service, not a generic form.