A client-facing onboarding template for architecture and interior studios

<aside> ✓

Collect the right information, confirm how the project will run, and prepare both the client and studio for a clear start.

</aside>

This product is a customisable checklist and form system that architecture and interior studios can give to clients after appointment and before the kick-off meeting.

It combines:

• A client welcome and onboarding checklist
• A detailed project information form
• A document-upload checklist
• A stakeholder and decision-maker form
• Communication and approval preferences
• Project-type-specific question modules
• A kick-off preparation checklist
• A client acknowledgement section
• An internal completion checklist for the studio

The Studio Client Onboarding Form & Checklist

A customisable project-start template for architecture and interior design studios.

Give every new client a structured, professional onboarding experience—without rebuilding the same forms and checklists for every project.

Who it is for

• Architecture practices