Compliance · free template
Client Onboarding Questionnaire
Agency intake layout for project context and secure credential collection.
- Questions
- 20
- Pages
- 4
- Layouts
- card
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Company & contacts
- Company namerequired
- Website
- Main point of contactrequired
- Email addressrequired
- Phone number
- Billing contact email
Page 2 — Project brief
- What are we building or delivering?required
- Business goals and success metricsrequired
- Target audience
- Competitors or references you admire
- Budget rangerequired
- Target launch date
Page 3 — Brand & assets
- Logo files and brand guidelines
- Brand colours
- Preferred fonts
- Assets you can provide
Page 4 — Access & approvals
- Systems we'll need access to
- Email to send secure credential invites torequired
- Who signs off on deliverables?required
- Agreementrequired
20 questions in total.
Works in this layout
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