CLIENT ONBOARDING QUESTIONNAIRE — VERSION 1.0

Use this after an initial enquiry when a project is being scoped or started. Adapt the questions to the service and provide your own applicable privacy information. Do not ask clients to send passwords, payment details or identity documents through this questionnaire.

1. BUSINESS AND CONTEXT
What does your organisation do, and who are its main audiences?
What should our team understand about your current situation?

2. OBJECTIVES
What would you like this project to achieve?
How will you decide whether the work is useful?
Are there existing baselines or source documents you can share?

3. AUDIENCE AND MESSAGE
Who should the work reach?
What questions, needs or objections should it address?
Are there brand guidelines, examples or terminology to follow or avoid?

4. SCOPE AND DELIVERABLES
What deliverables and channels are included?
Which existing assets may be reused, and who can approve their use?
What is out of scope or still undecided?

5. PEOPLE AND APPROVALS
Who is the project lead? Who supplies information and who gives final approval?
Where should feedback be collected? Are legal or specialist reviews required?

6. TIMING AND DEPENDENCIES
Are there key dates or events? Which dates are fixed and which are flexible?
What must be ready before the work begins?

7. ACCESS AND NEXT STEPS
Which tools or workspaces will be needed? Agree on a secure invitation process separately.
What are the next decision, its owner and the expected date?

Agency review: remove unnecessary questions; explain what is required and why; identify the owner and follow-up method; handle client information according to your applicable privacy obligations.