Consultants: Oboarding questionnaire

Use this form as the first step in your client onboarding to set up clear communication and expectations.

This form asks for this information:

  • Best contact info
  • Project specifics
  • Team and communication preferences
  • Resources and access
  • Expectations and success metrics
  • Budget and billing
  • Logistics and timeline
  • Feedback and adjustments

This form uses these blocks:

  • Multiple choice
  • Text area
  • Text input
  • Page break

This form could be embedded into your agreement. Read more or watch more about agreements.