Graphic Design Onboarding Checklist

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
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
Why is a graphic design onboarding checklist used?
chevron down icon
A graphic design onboarding checklist is used to collect essential information from new clients, ensuring a smooth onboarding process and accurate data collection for effective project management.
What should be included in a graphic design onboarding checklist?
chevron down icon
A graphic design onboarding checklist should include fields for Company Name, Primary Contact Person, Business Phone, Company Website, Company Background, Key Stakeholders Roles, Company Logo and Brand Assets, and Special Requirements or Considerations.
When to use a graphic design onboarding checklist?
chevron down icon
A graphic design onboarding checklist should be used whenever a business needs to gather information from new clients to initiate a design project, ensure alignment on expectations, and customize services accordingly.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax Intake Form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup