Notion-Style Client Onboarding

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Client onboarding

Welcome aboard. This onboarding helps us collect company details, project scope, working preferences, assets, and admin info before kickoff. It takes about 8–10 minutes.

Team collaborating at a desk

Company & contact basics

Primary contact

Secondary / backup contact

Optional, but helpful if the primary contact is unavailable during the project.

Project scope

Tell us what you need, how you will measure success, and any timeline or budget constraints.

Logistics & working relationship

Planning calendar on a desk

Billing & invoicing

Access & assets

Upload briefs, brand guidelines, and existing assets. Tell us what system access or integrations we will need.

Click to upload
Any file, max 10 MB

Legal & admin

Optional: style & boundaries

We'll review your answers and send a kickoff agenda before your first call.