Product 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 Product Design Onboarding Checklist is an essential business form designed to streamline the onboarding process for new clients in the product design sector. This checklist gathers vital company information and specific design requirements, ensuring that both the client and the design team are aligned from the outset. By utilizing this form, businesses can minimize miscommunication, clarify expectations, and establish a strong foundation for collaboration. This not only enhances client satisfaction but also accelerates the project initiation phase, allowing for a more efficient workflow and timely delivery of design solutions.


The Product Design Onboarding Checklist fits seamlessly into the project lifecycle by serving as the initial step in the client onboarding phase. Once completed, this form can be easily shared with clients through email or embedded on a project management platform, allowing for real-time collaboration. By gathering all necessary information upfront, design teams can focus on creativity and innovation, ultimately leading to successful product outcomes that meet client needs and expectations.

Frequently asked questions
Why is a product design onboarding checklist used?
chevron down icon
A product design onboarding checklist is used to collect essential information about the client and their project, ensuring a smooth onboarding process and alignment between the client and the design team.
What should be included in a product design onboarding checklist?
chevron down icon
A product 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 product design onboarding checklist?
chevron down icon
A product design onboarding checklist should be used whenever a design team needs to gather comprehensive information from a new client to kick off a product design project effectively.

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