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Client kickoff questionnaire.

Get the decisions that shape a project before building the wrong thing.

Agencies and consultants starting a new client engagement.

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01 / YOUR DETAILS

Make a useful first draft.

Fill in what you know. Unfilled details remain clearly marked.

Download a copy before closing. Continuing to your checklist carries this draft in this tab for up to 30 minutes. Keep sensitive details out.

02 / REVIEW & KEEP

Your draft

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A THREE-STEP WALKTHROUGH

From blank page to next action.

  1. 01

    Start with one business outcome and the people the work serves.

  2. 02

    Translate broad preferences into concrete decisions and examples.

  3. 03

    Finish with an owner and next step for each unanswered question.

HELP SOMEONE START

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TAKE THE NEXT STEP

Build your client checklist.

Turn the request into a working client checklist in Gather. Start without an account and decide later whether you need an online workspace.

Continue to carry this draft into your checklist in the same tab for up to 30 minutes. Existing saved work is never replaced.

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