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, audience details, signed agreement, and deposit — everything a brand project needs before the moodboard.
4 steps · 15 questions~30 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.
4 steps · 14 questions~28 min for clients
SEO & Content Client Onboarding
Business goals, target keywords and audience, site access (CMS, Analytics, Search Console), content guidelines, agreement, and deposit.
4 steps · 14 questions~28 min for clients
Photography Client Onboarding
Shoot details, shot list, location and timing, usage rights, signed contract, and booking deposit — collected the moment a client books.
4 steps · 13 questions~26 min for clients
Coaching Client Onboarding
Goals, current situation, expectations, scheduling preferences, coaching agreement, and first payment — a clean start for every engagement.
4 steps · 12 questions~24 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, bank and document collection, engagement letter, and first payment — a compliant, complete handover.
4 steps · 15 questions~30 min for clients