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, with the clauses numbered so deleting one renumbers the rest
- The basics
- Who decides
- The problem
- Success and failure
- Practical things
- Working together
- Worked examples: weak wording against strong, and why the difference matters
- A red-flags section naming what should stop you, and a decision guide for the choices that have no default
- Word document with fill-in fields, dropdowns and date pickers, plus a contents page that builds itself
- A closing checklist, so nothing goes out half-finished
- Yours to keep. Works offline, no subscription, no account needed to open it
