Client Onboarding Form
Complete all sections as fully as possible.
The more detail you provide, the faster we can build.
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1
Client Business Profile
Who you are and what you're trying to achieve
Client Company Name
Launch Deadline
(optional)
Main Point of Contact
Technical Point of Contact
(if different)
Department / Team
Industry
Business Problem
Desired Outcome
2
Current Cost & Speed
How your current process performs before AI optimisation
+ Add another process
Systems being built
+ Add another system
3
Data Requirements
What data is involved and how it can be used
Data Sources
(select all that apply)
Emails
Spreadsheets
PDFs / scanned documents
CRM
Accounting software
Website / web forms
Customer support tickets
Databases / internal systems
Cloud storage
Other
Expected Outputs
(select all that apply)
Email
Chat message
Spreadsheet
PDF / Document
CRM update
Dashboard / Report
Database record
Accounting entry
Calendar event / Task
Other
Does this involve sensitive or personal data?
Yes
No
Unsure
What data is involved?
(so we can assess sensitivity)
4
Dashboard Requirements
What should be visible and measurable
Metric 1
Metric 2
Metric 3
(optional)
Metric 4
(optional)
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