CLIENT ONBOARDING

Tell us what you’re ready to build.

Plain-language answers are perfect. Fields marked * are required to send the form. If the AI readiness check needs another answer, that question will be highlighted and labeled Required for AI review.

Email Completed Copy

Return completed copies to guestservices@pleasant-digital.com.

Part 1

Project Basics

Required for every project.

Business or project name *First name *Last name *Preferred name

Role

Best email *Phone number

Primary business location

Primary service area

Preferred contact method

Project type *

How should project decisions be made?

Which best describes your business?

What business outcome should this project achieve?

Who is your ideal customer or user?

What do you primarily offer?

What customer or business problem should this project solve?

What action should visitors or users take?

How will you measure success?

Who will prepare the written content?

Preferred launch date

Who has final approval authority?

Current status

Existing website, social profile, or app links

Part 3

Timeline, Budget & Approvals

Help us prepare an accurate proposal.

Confirmed budget range

Preferred payment approach

Typical feedback turnaround

Who else must review or provide feedback?

Preferred kickoff format

Client readiness checklist

Questions, concerns, accessibility needs, or special circumstances

I understand that this questionnaire is used to prepare a proposal and does not itself authorize work. Changes outside the approved scope may affect price and schedule.

I confirm the information above is accurate. *

Typed signature *Confirmation date *

Account safety: Never place passwords in this form or send them by ordinary email. We’ll provide a secure access method when needed.

90/100 minimum: Your answers must pass the pre-AI completeness check before they are submitted for AI review.

Printed copies can be emailed to guestservices@pleasant-digital.com.