Name
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First Name
Last Name
Email
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Phone
(###)
###
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Best way to contact you
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Phone
Email
What is your business name and website?
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What do you offer and who do you serve?
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What’s your brand personality in three words? (e.g., refined, playful, bold)
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Do you currently use any systems or platforms for onboarding, communication, or delivery? (Think: Dubsado, Honeybook, Notion, G-Cal, email templates)
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How do clients typically find or inquire about working with you?
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What happens after they express interest?
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How do you onboard a client once they say yes?
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Do you currently use a welcome packet or guide?
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How do you deliver your work or stay in touch during your engagement?
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How do you offboard or wrap up at the end of the project or relationship?
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Do you follow up with past clients? If so, how and when?
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What do you want your clients to feel throughout their experience with you? From beginning to end.
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What parts of your current process feel clunky, impersonal, or inconsistent?
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Do you currently use gifting or surprises in your client journey?
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