CLIENT ONBOARDING STARTER — YOUFORM

Send after the engagement is agreed. Copy and adapt these questions to the work the client bought. “Essential” means the team needs an answer or follow-up before the relevant work; a client can say “not confirmed yet.” Do not ask for passwords or API keys.

1. Who is our main contact for this project?
Suggested block: Contact Info: name and email
Essential: one person who can coordinate the kickoff.
Answer: [fill in]

2. What outcome should this engagement help you achieve?
Suggested block: Long Text
Essential: one priority; add any agreed success measure.
Answer: [fill in]

3. Which first deliverable have we agreed to start with?
Suggested block: Long Text
Essential: confirm the agreed starting point, then discuss any mismatch.
Answer: [fill in]

4. Which deadline should we plan around?
Suggested block: Date
Essential if fixed; otherwise offer a separate “No fixed deadline” choice.
Answer: [fill in]

5. Who will approve our work?
Suggested block: Long Text
Essential: name the approver or say who will confirm the approval process.
Answer: [fill in]

6. How would you prefer to receive project updates?
Suggested block: Single Select
Optional: include your supported channels and a “Discuss at kickoff” option.
Answer: [fill in]

7. Which project materials are ready to share?
Suggested block: File Upload or Website URL
Optional: offer the relevant format; follow up on materials that are not ready.
Answer: [fill in]

8. Is there anything else we should know before kickoff?
Suggested block: Long Text
Optional: constraints, dependencies, or a question to discuss.
Answer: [fill in]

KICKOFF HANDOFF WORKSHEET

FIRST MILESTONE
Decision / action: [fill in]
Owner: [fill in]
Next checkpoint / due date: [agree]
Effect if unresolved: [fill in]

MISSING DEPENDENCY
Decision / action: [fill in]
Owner: [fill in]
Next checkpoint / due date: [agree]
Effect if unresolved: [fill in]

SCOPE DIFFERENCE
Decision / action: [fill in]
Owner: [fill in]
Next checkpoint / due date: [agree]
Effect if unresolved: [fill in]

APPROVAL
Decision / action: [fill in]
Owner: [fill in]
Next checkpoint / due date: [agree]
Effect if unresolved: [fill in]

ACCOUNT ACCESS
Decision / action: [fill in]
Owner: [fill in]
Next checkpoint / due date: [agree]
Effect if unresolved: [fill in]

NEXT ACTION
Decision / action: [fill in]
Owner: [fill in]
Next checkpoint / due date: [agree]
Effect if unresolved: [fill in]

Guide: https://youform.com/client-onboarding-forms/