A web design client-onboarding kit: the full sample.

A client-onboarding kit collects the information and next steps a new project needs. This example includes ten intake questions, a project-start checklist, and three client emails.

This is an illustrative kit, not work for a real customer. Replace the bracketed fields before using the emails, and adjust the documents to your agreed project scope.

Download the editable sample (.md)

1. Web design client intake questionnaire

Send these questions after agreeing on the service scope. Collect project information, not passwords or sensitive personal data.

What does your business do, and who is the website for?
What is the main action you want visitors to take?
What is working or not working on your current website?
Which pages and features are included in this project?
Who will supply the copy, images, logo, and brand guidelines?
Which two or three websites help explain your preferred style, and why?
Who will make final decisions and combine feedback?
Are there any accessibility needs or technical requirements to discuss?
What is your preferred launch date, and what is driving that date?
Who will maintain the website after launch?

2. Project-start checklist

Confirm the agreed scope and the main contact for the project.
Record the website's main goal and how the client will judge success.
Collect the approved copy, brand assets, and images in one shared location.
Agree on milestones, feedback windows, and the communication channel.
Request any required account access through a secure invitation, never an intake form.
Confirm the first milestone, its owner, and the next date to check in.

3. Three client-onboarding emails

Welcome and next steps

Subject: Getting your website project started

Hi [Client name],

Thanks for choosing [Studio name] for your [project type]. To get started, please complete the intake questionnaire at [intake link] and add the agreed copy and brand assets to [shared folder link].

Once I have those, I will confirm the first milestone and our next check-in. We will use [communication channel] for project questions and [feedback method] for consolidated feedback.

Please do not send passwords by email or through the questionnaire. I will request secure account access separately if the project needs it.

Thanks, [Your name]

A missing-assets reminder

Subject: A quick check on the assets for your website

Hi [Client name],

I am checking in on [specific missing items] for your website project. Could you add them to [shared folder link] by [agreed date], or let me know if that date no longer works?

These items are needed for [next milestone]. If they will arrive later, we can confirm an updated schedule together before moving ahead.

Thanks, [Your name]

The kickoff confirmation

Subject: Your website kickoff: agenda and next steps

Hi [Client name],

We are ready for our kickoff on [date and time, including time zone] at [meeting link]. We will confirm the website goals, review the agreed scope, and check the first milestone and feedback process.

Please bring any questions about the intake questionnaire and let me know if someone else needs to join. I will send a short recap with the next actions after our conversation.

Thanks, [Your name]

Want this adapted to your service?

The $19 custom kit adapts the questions, checklist, and emails to one web design service and your way of working. One small revision is included.

Enquire about a custom kit

Scope and turnaround are confirmed by email before payment.

See everything included