Client Onboarding Forms for Designers & Agencies
$11.95
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Client Onboarding Forms for Designers & Agencies
$11.95
PDF
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Instant delivery after paymentDownload link sent straight to your email
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High-quality digital fileReady to print or use on any device
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Item details
- Made by DAZIREL
- Digital download: get it right after payment, nothing is shipped
- Type: حلول رقمية وأعمال
How you get it and use it
Works on: phone, tablet or computer
- Add it to your cart and complete checkout
- Download link in your email and order page right after payment
- Download the file, save it on your device, then open or print it
Delivery and return policies
- Download link in your email and order page right after payment
- Digital files can't be returned, but we fix any problem with your file
- Secure, encrypted Shopify checkout
Meet the seller
D
Message the sellerDAZIREL
Ready-made digital products for work, learning and home.
The first week with a client decides how the whole project goes: an incomplete brief, a vague scope and verbal approvals turn into endless revision rounds. This kit gives a design studio, agency or freelancer a written path from the first questionnaire to the final handover, with real fill-in forms and worked examples in blue ink.
- 39 forms in four phases: Discover, Scope, Produce & Approve, Deliver
- Discover (11 forms): project snapshot, client profile, two-page project brief, audience and message, competitors, brand personality scales, colour and type preferences, asset inventory, accounts and access, and a mood board
- Scope (11 forms): scope statement, deliverables list (15 rows), specs and formats, a 12-week timeline, milestones, revision rules, change request form and log, budget and payment milestones, roles and communication plan, kick-off meeting
- Produce (9 forms): three stage approval sheets (concept, design, final), feedback consolidation, revision round tracker, weekly status report, meeting, decision and file version logs
- Deliver (8 forms): final delivery checklist, handover file register, handover acceptance, client satisfaction survey, portfolio permission and testimonial, post-project review, follow-up plan and a dotted notes page
- 42 A4 pages in two files: an Arabic (right-to-left) edition and an English edition with the same design and content, plus a clickable contents page
An organising and record-keeping tool only, not a contract and not legal or financial advice.
Purchase details
- 42 pages ready to use
- Download link right after payment, by email and on your order page
- High-resolution A4 PDF (also prints on Letter)
- Print as many copies as you need for personal and family use
- Digital product — nothing is shipped
- Two files in your order: an Arabic edition (right-to-left) and an English edition with the same design and content