FreelanXTemplateOnboardingFor freelancers
Client onboarding questionnaire
The questions to ask before you start, so the first week is spent working, not waiting: goals, people, context, access, communication and admin.
Client onboarding questionnaire
Client: [Client] · Mission: [Mission] · Date: [date]
1. Goals
- What does success look like at the end of the mission?
- How will you measure it?
2. People
- Who is my main contact, and who approves deliverables?
- Who else should I talk to?
3. Context
- What has already been tried?
- What constraints should I know: brand, technical, legal, budget?
4. Access
- Which tools, accounts and files will I need, and when?
- Are there security rules I must follow?
5. Communication
- Preferred channel and response time?
- Rhythm of check-ins?
6. Admin
- Billing entity, address and VAT number?
- Is personal data involved (data processing addendum needed)?
How to use it
Step by step
- 1Send it as soon as the contract is signed.
- 2Go through the answers in a kick-off call.
- 3Store the answers with the mission in the FreelanX workspace.
FAQ
Questions people ask
Is it free?
Yes. Every template is free to read and copy: no sign-up, no email, no download.
Do I need it on FreelanX?
On FreelanX missions, the contract is created from the brief and signed online, payments are held by FreelanX and released per approved milestone, and invoices are issued automatically. Templates help for work agreed elsewhere, or to prepare a conversation.
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