Web Design Client Onboarding
Collect project goals, brand assets, site content, and hosting access - plus a signed agreement and deposit - before the first design file is opened.
4 steps · 17 questions~34 min for clients
Template gallery
Client onboarding templates, ready to send
Each template bundles the intake questions, file requests, e-signature, and deposit payment for a specific kind of client work. Browse the full contents below, then use any of them free in Onvoy - your client completes everything through one branded link.
Branding & Logo Design Onboarding
A brand discovery questionnaire, inspiration uploads, and audience details - everything a brand project needs before the moodboard.
3 steps · 13 questions~26 min for clients
Social Media Client Onboarding
Brand voice, audience, goals, content do's and don'ts, ad account access, and approval workflow - collected before the first post is drafted.
3 steps · 12 questions~24 min for clients
SEO & Content Client Onboarding
Business goals, target keywords and audience, site access (CMS, Analytics, Search Console), and content guidelines.
3 steps · 12 questions~24 min for clients
Photography Client Onboarding
Shoot details, shot list, location and timing, and usage rights - collected the moment a client books.
3 steps · 11 questions~22 min for clients
Coaching Client Onboarding
Goals, current situation, expectations, and scheduling preferences - a clean start for every engagement.
3 steps · 10 questions~20 min for clients
Consulting Client Onboarding
Engagement context, stakeholders, success criteria, document collection, signed SOW, and retainer - the groundwork for a clean engagement.
4 steps · 13 questions~26 min for clients
Bookkeeping & Accounting Onboarding
Entity details, accounting software access, and bank and document collection - a compliant, complete handover.
3 steps · 13 questions~26 min for clients