Web designers: Onboarding questionnaire

Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

This form asks for this information:

  • Contact
  • Preferred communication method and frequency
  • Target audience
  • Brand guidelines
  • Technical requirements
  • Resources
  • Budget and billing
  • Feedback and approval process  
  • Finalization

This form uses these blocks:

  • File upload
  • Multiple choice
  • Text area
  • Text input
  • Page breaks

This form could be embedded into your agreement. Read more or watch more about agreements at the respective links.