FREE CLIENT ONBOARDING TEMPLATE
An editable questionnaire and kickoff checklist for agency and consulting engagements. Download it without an email gate.
Editable Markdown. No email required.
What should this engagement achieve? Which deliverables are agreed, and what is explicitly outside scope?
Who is the day-to-day contact? Who gives final approval? What is the expected review window?
Which current files and references can you share? Which services need a named-user invitation?
Confirm owners, review the inputs and record any unresolved blocker before work starts.
MAKE IT WORK FOR YOU
Remove questions that do not support the engagement. For a website project, ask for brand assets, content ownership and the publishing approver. For a consulting project, ask for source documents, stakeholders and the decision the work should support.
Explain why each item matters, identify one owner and agree a response date. Separate required inputs from optional references. Give clients a way to say an answer is not yet known instead of encouraging guesses.
The download includes a kickoff checklist alongside the questionnaire. Review the answers, confirm access in the original services and record outstanding blockers. Once the routine is clear, explore how Angelwood can organize the requests in a client portal.
It is an editable Markdown (.md) file. Open it in a text editor or paste the content into your preferred document tool.
No. Download and adapt the questionnaire and checklist without signing up or entering an email address.
No. It helps collect information after scope has been agreed. It is not an agreement, legal document or replacement for your signed scope.
THE CLIENT EXPERIENCE, IN ORDER
Bring the work you share with clients into one place.