Digital product

Client Onboarding Questionnaire

The questions that decide whether a project goes well, asked before it starts rather than discovered in week four: who actually decides, what has already been tried, what nobody is saying out loud, and what would make this a failure.

docx· v2.0· 89 KB

What you’ll get

  • Every section drafted, clauses numbered and self-renumbering
  • The basics
  • Who decides
  • The problem
  • Success and failure
  • Practical things
  • Working together
  • Worked examples: weak wording against strong, and why
  • A red-flags section, and a guide to judgement calls
  • Fill-in fields, dropdowns, date pickers, self-building contents
  • A closing checklist, so nothing ships half-finished
  • Yours to keep. Works offline, no account needed