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🏢

What is your company name?

The name of your business conducting the onboarding

📅

When is this process effective?

The date this onboarding process document is created

💼

What type of service do you provide?

Your primary business service offering

📊
Consulting & Advisory
⚖️
Professional Services
🎨
Creative Services
💻
Technology & IT
✏️
Custom Service
📞

How do clients first contact you?

Your primary initial contact channel

☎️
Phone Call
📧
Email
🌐
Website Form
🤝
In-Person Meeting
📋

What client information do you collect?

Key information needed to begin service

💡 Under UK GDPR, you must have a lawful basis for collecting personal data and inform clients how their data will be used.
⏱️

How quickly do you respond to inquiries?

Your standard response timeframe

Same Day
📅
Within 24 Hours
🕐
Within 48 Hours
✏️
Custom Timeline
💬

Do you offer an initial consultation?

Free or paid initial meeting with prospects

Yes, Free Consultation
💷
Yes, Paid Consultation
➡️
No Formal Consultation
📄

What documents do clients need to sign?

Required agreements and forms

💡 All client contracts should comply with UK consumer protection laws and clearly state cancellation rights where applicable.
💳

What are your payment terms?

How and when clients pay for services

100% Upfront
💰
Deposit + Balance
📊
Milestone Payments
📅
Monthly Retainer
Payment on Completion
✏️
Custom Terms
💡 Under UK Late Payment Legislation, you're entitled to charge interest on late payments at Bank of England base rate plus 8%.
🖥️

Do you provide a client portal or system?

Online platform for client access

Yes, Portal Access
📧
No, Email Only
📦

What's included in your welcome package?

Materials sent to new clients

👤

Who is the client's main point of contact?

Primary contact person or role

👔
Dedicated Account Manager
🎯
Project Lead
👥
Team Lead
🏢
Business Owner
✏️
Other Role
📊

How often do you update clients?

Regular communication schedule

📅
Daily Updates
📆
Weekly Updates
🗓️
Fortnightly Updates
📋
Monthly Updates
🎯
At Key Milestones
✏️
Custom Schedule

How do you ensure quality and satisfaction?

Quality control and feedback processes

🎓

What happens at project completion?

End-of-service procedures

💡 Under UK consumer law, services must be performed with reasonable care and skill. Proper completion procedures protect both parties.
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