Client Onboarding Questionnaire Template

CLIENT ONBOARDING QUESTIONNAIRE
Project: [name]
Completed by: [name and role]

1. Outcome: What should be different when the agreed work is complete?
Answer: [observable result]
2. Success: How will we decide whether the first milestone is accepted?
Answer: [criterion and who confirms it]
3. Scope: Is our summary of deliverables and exclusions accurate?
Summary: [pre-fill from agreement]
Corrections or questions: [answer]
4. People: Who provides inputs, approves work, and resolves conflicting feedback?
Answer: [names / roles]
5. Timing: Are there fixed dates or dependencies we need to plan around?
Answer: [date, dependency, owner]
6. Assets: Which existing materials are relevant to the first milestone?
Answer: [approved links; do not include passwords or sensitive personal records]
7. Communication: Which channel and review cadence work for the project?
Answer: [channel, cadence, time zone]
8. Risks: What could prevent us from starting or completing the first milestone?
Answer: [risk, current status, proposed next step]

Questions to resolve at kickoff: [list]
Confirmed next action: [action, owner, date]

Source: https://www.codymclain.com/templates/client-onboarding-questionnaire