Client onboarding

The agency kickoff form: goals, access, assets and logistics in four calm steps, with a confident welcome.

About 6 min to complete. kickoff, assets, access.

Questions in this template

1. Company name
2. Primary contact
3. Contact email
4. Current website
5. What are the main goals for this engagement?
6. How will we know this has worked?
7. Upload your logo and brand guidelines
8. Which accounts will you give us access to?
9. Preferred kickoff date
10. Billing contact email
11. Anything else we should know?

Related templates

• Project brief
• Brand discovery
• Website redesign brief
• Social media content brief