Graphic Design Onboarding Checklist Template

Use our Graphic Design Onboarding Checklist Template to streamline client onboarding. Customize design requirements, gather company info, set expectations, and enhance collaboration.
Use free template
Use free template
Available in English only.
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Graphic Design Onboarding Checklist is an essential business form designed to streamline the onboarding process for new graphic design clients. This checklist gathers vital company information and specific design requirements, ensuring that designers have a comprehensive understanding of their clients' needs from the outset. By using this form, graphic designers can establish clear communication and set expectations, ultimately leading to a more efficient workflow and higher client satisfaction. This onboarding tool not only helps in organizing client information but also fosters a professional relationship from the very beginning of the design project.


The Graphic Design Onboarding Checklist fits seamlessly into the project lifecycle by serving as the initial step in client engagement. Once completed, this form can be easily shared with clients via email or through a secure online platform, allowing for quick feedback and adjustments. By integrating this checklist into the onboarding phase, designers can ensure that all necessary information is collected upfront, reducing misunderstandings and enhancing collaboration throughout the project.

Frequently asked questions
What is a graphic design onboarding checklist and what does it do?
chevron down icon
A graphic design onboarding checklist organizes client info and design needs, ensuring clear communication and efficient project initiation. It helps set expectations and fosters professional relationships.
Who should use this template?
chevron down icon
Freelance graphic designers, design agencies, and creative directors who need to streamline client onboarding, gather essential project details, and ensure clear communication from the start.
What should be included in a graphic design onboarding checklist?
chevron down icon
Include client contact info, project goals, design preferences, brand guidelines, deadlines, and budget constraints. This ensures comprehensive understanding and alignment on project needs.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Contracts
UX Contract Template
Get template
Get template
Contracts
Freelance Designer Contract Template
Get template
Get template
Contracts
Logo Design Contract Template
Get template
Get template
Proposals
Website Redesign Proposal Template
Get template
Get template
Proposals
UX Design Proposal Template
Get template
Get template
Proposals
Logo Design Proposal Template
Get template
Get template
Invoices
InDesign Invoice Template
Get template
Get template
Invoices
Web Design Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Life Coach Intake Form Template
Get template
Get template
Forms
Project Intake Form Template
Get template
Get template
Forms
Client Intake Form Template
Get template
Get template
Forms
Client Feedback Form Template
Get template
Get template
Forms
Tax Intake Form Template
Get template
Get template
Forms
Recruitment Intake Meeting Template
Get template
Get template
Forms
Portfolio Contact Page Template
Get template
Get template
Forms
Life Coach Assessment Form Template
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Try Bonsai for free
Try Bonsai for free