Client Onboarding Questionnaire

# Client Onboarding & Project Discovery Questionnaire

**Client Name:** [Company Name]  
**Primary Contact:** [Name & Email]  
**Target Completion Date:** [Date]  

*Please complete this questionnaire before our scheduled Kickoff Meeting. Your detailed answers will ensure our team focuses squarely on your business goals.*

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## Part 1: Strategic Business Objectives
1. **The Core Challenge:** What specific problem or limitation in your current setup prompted you to commission this project right now?
2. **Success Metrics:** Imagine it is 6 months after launch. What concrete metrics or milestones will prove this project was an overwhelming success? (e.g., +25% conversions, 50% fewer support tickets, faster onboarding).
3. **Non-Negotiables:** Are there specific business, brand, or operational constraints that must be preserved at all costs?

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## Part 2: Audience & Value Proposition
4. **Target User Profile:** Who is the primary persona or customer visiting this product/service? Describe their technical comfort and primary objective.
5. **Key Differentiator:** What is the single most compelling reason a customer chooses your company over competitors?
6. **Competitors & Benchmarks:** List 2–3 competitor or aspirational websites/products and specify what you admire or dislike about each.

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## Part 3: Project Scope & Deliverables
7. **Must-Have Features (Phase 1):** What are the essential deliverables that must be live on Day 1?
8. **Nice-to-Have Features (Phase 2):** What ideas have been discussed that could be deferred if timeline or budget becomes tight?
9. **Content & Asset Readiness:** Do you have finalized text copy, vector logos, brand guidelines, and photography ready, or will these need to be developed?

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## Part 4: Technical Dependencies & Access
10. **Current Tech Stack:** What CMS, hosting environment, database, or analytics tools are currently active?
11. **Required Integrations:** List all third-party systems that must connect to this project (e.g., Stripe, HubSpot, Mailchimp, Zapier).
12. **Access Credentials:** Who on your team is authorized to grant DNS, server, and staging credentials?

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## Part 5: Governance & Communication Expectations
13. **Primary Decision-Maker:** Who has final authority to approve milestones and release invoice payments?
14. **Review Turnaround:** Are you able to commit to providing consolidated milestone feedback within 48–72 hours of submission?
15. **Preferred Communication Channel:** What is your preferred channel for weekly status updates? (Email summary / Slack Connect / Weekly 20-min call).