Client onboarding questionnaire
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1. What does success look like 90 days from now?
2. What made you decide to start now?
3. Who is the main contact, and who else needs to be in the loop?
4. Who makes the final call on decisions?
5. What have you tried before, and what happened?
6. What is the one thing that must not go wrong?
7. Which tools do you use every day?
8. How do you like to communicate: email, Slack, phone?
9. How often do you want an update?
10. Are there dates or deadlines we must work around?
11. What do you need from us in the first week?
12. Is there anything we have not asked that we should know?

From DelegateWorker: https://www.delegateworker.com/client-onboarding