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Client Onboarding Questionnaire

Collect everything you need from a new client before kicking off a project.

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Your Business Name*

Welcome Note

Questions

Return To (Email)

Date

CLIENT ONBOARDING QUESTIONNAIRE

_________ · 2026-10-17

Welcome aboard! To help us deliver your project smoothly, please take a few minutes to answer the questions below.

Your Answers

1. What are the main goals for this project? 2. Who is your target audience? 3. Who are your top 3 competitors? 4. What does success look like in 6 months? 5. What is your budget range and timeline? 6. Who is the main point of contact and decision-maker? 7. Do you have existing brand assets (logo, colors, fonts)? 8. Is there anything we should absolutely avoid?

Please return this completed form to _________. Thank you — we're excited to work with you!